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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Custodial (other than securities); Pa... | $54,553 |
ASCENSUS LLC6 years Filed as: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $27,827 |
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 | $6,929 | $31,741-78.2% | $56,025-87.6% | $200,096-96.5% |
| Participation rate | 93.5% | 32.3%+61.1pp | 52.5%+40.9pp | 72.0%+21.4pp |
| Annual return | 15.44% | 14.72%+0.7pp | 1712.69%-1697.2pp | 34.26%-18.8pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,042-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,072 | $1,184+159.4% | $1,955+57.2% | $5,090-39.6% |
| Admin fee / account holder | $28 | $426-93.5% | $2,828-99.0% | $269-89.7% |