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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $8,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,026 | $83,884-92.8% | $64,099-90.6% | $74,440-91.9% |
| Participation rate | 19.8% | 76.6%-56.9pp | 72.3%-52.5pp | 70.7%-51.0pp |
| Annual return | 19.51% | 16.57%+2.9pp | 33.70%-14.2pp | 34.37%-14.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,748-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $491 | $3,692-86.7% | $3,881-87.4% | $4,529-89.2% |
| Admin fee / account holder | $55 | $196-71.7% | $3,070-98.2% | $348-84.1% |