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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 | Recordkeeping fees; Participant loan ... | $32,464 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $23,299 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,915 | $106,236-83.1% | $112,249-84.0% | $64,819-72.4% |
| Participation rate | 88.3% | 71.7%+16.7pp | 75.1%+13.3pp | 71.5%+16.9pp |
| Annual return | -17.65% | -6.02%-11.6pp | 27.48%-45.1pp | 32.84%-50.5pp |
| Employer contribution / active EE | $274 | $3,166-91.4% | $3,636-92.5% | $2,507-89.1% |
| Participant deferral / active EE | $4,537 | $3,785+19.9% | $4,729-4.1% | $4,311+5.2% |
| Admin fee / account holder | $99 | $452-78.1% | $6,412-98.5% | $188-47.4% |