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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 | Custodial (other than securities); Di... | $19,235 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,791 | $61,272-71.0% | $149,673-88.1% | $71,457-75.1% |
| Participation rate | 84.9% | 62.5%+22.4pp | 78.8%+6.2pp | 67.9%+17.0pp |
| Annual return | 8.23% | 35.85%-27.6pp | 134.42%-126.2pp | 28.85%-20.6pp |
| Employer contribution / active EE | $3,099 | $2,378+30.3% | $4,818-35.7% | $2,588+19.8% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $43 | $1,261-96.6% | $13,210-99.7% | $1,587-97.3% |