Filed February 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AT RETIREMENT SERVICES, LLC. Service code 15 · EIN 83-3455979 | Recordkeeping | $50,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,510 | $45,343+0.4% | $150,298-69.7% | $67,986-33.1% |
| Participation rate | 60.8% | 51.9%+8.9pp | 77.8%-17.0pp | 57.2%+3.6pp |
| Annual return | 7.92% | 33.28%-25.4pp | 62.79%-54.9pp | 31.67%-23.7pp |
| Employer contribution / active EE | $717 | $1,462-50.9% | $4,154-82.7% | $2,019-64.5% |
| Participant deferral / active EE | $1,528 | $2,055-25.6% | $5,453-72.0% | $3,358-54.5% |
| Admin fee / account holder | $249 | $2,250-88.9% | $14,116-98.2% | $3,203-92.2% |