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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 84-4826575 | Advisory (Participants) | $29,185 |
AT RETIREMENT SERVICES, LLC3 years Filed as: AT RETIREMENT SERVICES Service code 12 · EIN 83-3455979 | Custodial (other than securities); Di... | $23,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,543 | $83,023-64.4% | $102,437-71.2% | $77,762-62.0% |
| Participation rate | 47.8% | 71.5%-23.7pp | 74.5%-26.7pp | 70.6%-22.8pp |
| Annual return | 9.06% | 19.12%-10.1pp | 24.95%-15.9pp | 31.27%-22.2pp |
| Employer contribution / active EE | $951 | $3,552-73.2% | $3,871-75.4% | $2,728-65.1% |
| Participant deferral / active EE | $2,807 | $4,110-31.7% | $5,060-44.5% | $4,651-39.6% |
| Admin fee / account holder | $167 | $639-73.9% | $8,388-98.0% | $433-61.5% |