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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL, INC.2 years Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $30,382 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping fees; Direct payment fr... | $13,586 |
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 | $45,179 | $91,439-50.6% | $135,974-66.8% | $71,511-36.8% |
| Participation rate | 81.6% | 75.7%+5.9pp | 81.9%-0.4pp | 67.9%+13.6pp |
| Annual return | 19.70% | 29.90%-10.2pp | 68.30%-48.6pp | 28.86%-9.2pp |
| Employer contribution / active EE | $1,558 | $3,705-57.9% | $4,859-67.9% | $2,589-39.8% |
| Participant deferral / active EE | $6,291 | $7,093-11.3% | $7,760-18.9% | $4,291+46.6% |
| Admin fee / account holder | $231 | $1,267-81.7% | $10,767-97.9% | $1,588-85.4% |