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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Filed as: AT RETIREMENT SERVICES Service code 12 · EIN 83-3455979 | Participant loan processing; Custodia... | $16,988 |
Service code 27 NW14W23833 STONE RIDGE DR · WAUKESHA, WI 53188 | Advisory (Plan) | $13,567 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,666 | $59,054-34.5% | $97,260-60.2% | $77,736-50.3% |
| Participation rate | 19.2% | 67.9%-48.7pp | 72.7%-53.5pp | 70.6%-51.4pp |
| Annual return | 11.17% | 16.96%-5.8pp | 75.54%-64.4pp | 31.26%-20.1pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,721-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $519 | $3,930-86.8% | $4,262-87.8% | $4,651-88.8% |
| Admin fee / account holder | $309 | $346-10.8% | $5,640-94.5% | $433-28.8% |