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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICE, LLC2 years Filed as: AT RETIREMENT SERVICE Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Claims processing; Custodial (other t... | $12,984 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,026 | $80,724-82.6% | $103,333-86.4% | $74,495-81.2% |
| Participation rate | 85.3% | 65.7%+19.6pp | 74.5%+10.8pp | 67.2%+18.1pp |
| Annual return | 10.44% | 27.56%-17.1pp | 24.88%-14.4pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $2,531 | $3,157-19.9% | $3,868-34.6% | $2,623-3.5% |
| Participant deferral / active EE | $3,620 | $3,860-6.2% | $5,057-28.4% | $4,346-16.7% |
| Admin fee / account holder | $93 | $2,368-96.1% | $8,355-98.9% | $1,942-95.2% |