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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL, INC.3 years Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $20,574 |
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Custodial (other than securities); Cl... | $19,585 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,411 | $69,774-77.9% | $67,575-77.2% | $74,459-79.3% |
| Participation rate | 93.0% | 71.4%+21.6pp | 72.9%+20.0pp | 67.2%+25.7pp |
| Annual return | 16.51% | -40.53%+57.0pp | 3528.98%-3512.5pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $1,871 | $2,710-31.0% | $2,736-31.6% | $2,626-28.7% |
| Participant deferral / active EE | $6,273 | $3,636+72.5% | $4,003+56.7% | $4,350+44.2% |
| Admin fee / account holder | $106 | $890-88.1% | $3,993-97.4% | $1,945-94.6% |