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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Direct payment from the plan; Partici... | $31,767 |
ASCENSUS LLC4 years Filed as: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $16,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,502 | $26,906-79.6% | $61,501-91.1% | $77,906-92.9% |
| Participation rate | 91.5% | 33.4%+58.0pp | 52.6%+38.9pp | 73.7%+17.8pp |
| Annual return | -17.43% | -14.46%-3.0pp | 339.04%-356.5pp | 12.16%-29.6pp |
| Employer contribution / active EE | $0 | $521-100.0% | $1,160-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $3,069 | $1,180+160.0% | $2,125+44.4% | $4,805-36.1% |
| Admin fee / account holder | $22 | $117-81.2% | $2,132-99.0% | $133-83.4% |