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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $43,063 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,165 | $50,815-70.2% | $155,509-90.2% | $77,643-80.5% |
| Participation rate | 98.6% | 63.1%+35.4pp | 78.2%+20.4pp | 70.6%+28.0pp |
| Annual return | 7.00% | 34.80%-27.8pp | 64.67%-57.7pp | 31.24%-24.2pp |
| Employer contribution / active EE | $890 | $1,993-55.3% | $4,672-81.0% | $2,726-67.3% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $80 | $437-81.7% | $15,912-99.5% | $430-81.5% |