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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,510 | $49,915-8.8% | $154,803-70.6% | $74,304-38.8% |
| Participation rate | 60.8% | 54.0%+6.8pp | 78.1%-17.3pp | 60.3%+0.4pp |
| Annual return | 7.92% | 34.06%-26.1pp | 58.88%-51.0pp | 29.43%-21.5pp |
| Employer contribution / active EE | $717 | $1,611-55.5% | $4,305-83.3% | $2,241-68.0% |
| Participant deferral / active EE | $1,528 | $2,255-32.2% | $5,540-72.4% | $3,767-59.4% |
| Admin fee / account holder | $249 | $2,189-88.6% | $14,329-98.3% | $2,969-91.6% |