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 | $41,016+11.0% | $152,093-70.1% | $64,097-29.0% |
| Participation rate | 60.8% | 51.3%+9.4pp | 77.8%-17.0pp | 55.2%+5.6pp |
| Annual return | 7.92% | 39.60%-31.7pp | 66.36%-58.4pp | 34.64%-26.7pp |
| Employer contribution / active EE | $717 | $1,342-46.6% | $4,175-82.8% | $1,891-62.1% |
| Participant deferral / active EE | $1,528 | $1,927-20.7% | $5,451-72.0% | $3,080-50.4% |
| Admin fee / account holder | $249 | $2,305-89.2% | $14,497-98.3% | $3,454-92.8% |