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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Custodial (other than securities); Di... | $39,129 |
ASCENSUS LLC5 years Filed as: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $20,473 |
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 | $6,366 | $30,147-78.9% | $58,507-89.1% | $80,169-92.1% |
| Participation rate | 94.1% | 34.4%+59.7pp | 50.9%+43.2pp | 72.9%+21.2pp |
| Annual return | 21.97% | 21.97%0pp | 4252.32%-4230.3pp | 40.39%-18.4pp |
| Employer contribution / active EE | $1 | $528-99.9% | $1,053-99.9% | $2,978-100.0% |
| Participant deferral / active EE | $2,806 | $1,249+124.6% | $1,922+46.0% | $5,016-44.1% |
| Admin fee / account holder | $23 | $195-88.4% | $2,486-99.1% | $145-84.5% |