Filed January 1, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Service code 15 · EIN 83-3455979 | Recordkeeping | $0 |
GUARDIAN WEALTH PARTNERS LLP6 years Filed as: GUARDIAN WEALTH PARTNERS Service code 26 4270 THE CIRCLE AT NORTH HILLS ST · RALEIGH, NC 27609 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,924 | $122,042-21.4% | $184,260-47.9% | $74,459+28.8% |
| Participation rate | 91.0% | 85.5%+5.6pp | 86.8%+4.2pp | 67.2%+23.8pp |
| Annual return | 13.92% | 19.91%-6.0pp | 28.84%-14.9pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,902 | $7,143-3.4% | $9,133-24.4% | $4,350+58.7% |
| Admin fee / account holder | $294 | $1,252-76.6% | $13,898-97.9% | $1,945-84.9% |