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| Provider | Service type | Compensation |
|---|---|---|
FORUSALL, INC.1+ years Filed as: FORUSALL INC. Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $27,993 |
AT RETIREMENT SERVICES, LLC1+ years Filed as: AT RETIREMENT SERVICES LLC Service code 12 · EIN 83-3455979 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping fees; Claims processing... | $10,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,687 | $59,054-68.4% | $97,260-80.8% | $77,736-76.0% |
| Participation rate | 40.7% | 67.9%-27.2pp | 72.7%-31.9pp | 70.6%-29.9pp |
| Annual return | 16.41% | 16.96%-0.5pp | 75.54%-59.1pp | 31.26%-14.8pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,721-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,185 | $3,930-19.0% | $4,262-25.3% | $4,651-31.5% |
| Admin fee / account holder | $66 | $346-80.9% | $5,640-98.8% | $433-84.7% |