Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Service code 15 · EIN 83-3455979 | Recordkeeping | $5,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,655 | $37,463-79.6% | $77,096-90.1% | $66,938-88.6% |
| Participation rate | 36.4% | 52.9%-16.6pp | 67.9%-31.6pp | 69.8%-33.5pp |
| Annual return | -15.65% | -3.25%-12.4pp | 42.35%-58.0pp | 1.58%-17.2pp |
| Employer contribution / active EE | $448 | $1,535-70.8% | $2,814-84.1% | $2,545-82.4% |
| Participant deferral / active EE | $1,008 | $2,621-61.6% | $4,429-77.3% | $4,238-76.2% |
| Admin fee / account holder | $122 | $568-78.6% | $5,428-97.8% | $594-79.5% |