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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL, INC.2 years Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $15,447 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Claims processing; Direct payment fro... | $13,594 |
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 | $15,719 | $65,582-76.0% | $64,101-75.5% | $71,511-78.0% |
| Participation rate | 94.8% | 73.2%+21.6pp | 72.3%+22.5pp | 67.9%+26.8pp |
| Annual return | 21.03% | 18.96%+2.1pp | 33.72%-12.7pp | 28.86%-7.8pp |
| Employer contribution / active EE | $1,433 | $2,671-46.3% | $2,749-47.9% | $2,589-44.7% |
| Participant deferral / active EE | $4,729 | $3,628+30.3% | $3,881+21.9% | $4,291+10.2% |
| Admin fee / account holder | $98 | $616-84.1% | $3,070-96.8% | $1,588-93.8% |