Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Participant loan processing; Recordke... | $6,348 |
FORUSALL, INC.2 years Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $5,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,587 | $64,176-91.3% | $112,249-95.0% | $66,938-91.7% |
| Participation rate | 49.3% | 68.4%-19.1pp | 75.1%-25.7pp | 69.8%-20.5pp |
| Annual return | -19.27% | -13.80%-5.5pp | 27.48%-46.8pp | 1.58%-20.8pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,107 | $3,694-15.9% | $4,729-34.3% | $4,238-26.7% |
| Admin fee / account holder | $36 | $626-94.2% | $6,412-99.4% | $594-93.9% |