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| Provider | Service type | Compensation |
|---|---|---|
ATFINANCIAL5 years Service code 13 · EIN 92-6009524 | Contract Administrator | $17,546 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,947 | $60,607-70.4% | $189,558-90.5% | $86,813-79.3% |
| Participation rate | 76.0% | 68.9%+7.1pp | 78.5%-2.5pp | 72.3%+3.7pp |
| Annual return | 19.56% | 65.18%-45.6pp | 64.19%-44.6pp | 97.93%-78.4pp |
| Employer contribution / active EE | $216 | $1,626-86.7% | $4,412-95.1% | $2,406-91.0% |
| Participant deferral / active EE | $3,451 | $3,895-11.4% | $6,174-44.1% | $4,131-16.5% |
| Admin fee / account holder | $48 | $159-69.7% | $9,809-99.5% | $170-71.7% |