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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Participant loan processing; Recordke... | $32,248 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $23,173 |
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 | $18,137 | $93,010-80.5% | $96,520-81.2% | $74,440-75.6% |
| Participation rate | 91.3% | 71.6%+19.7pp | 74.3%+17.0pp | 70.7%+20.6pp |
| Annual return | 17.81% | 37.50%-19.7pp | 35.72%-17.9pp | 34.37%-16.6pp |
| Employer contribution / active EE | $291 | $3,427-91.5% | $3,739-92.2% | $2,638-89.0% |
| Participant deferral / active EE | $4,321 | $3,971+8.8% | $4,879-11.4% | $4,529-4.6% |
| Admin fee / account holder | $76 | $633-88.0% | $6,733-98.9% | $348-78.2% |