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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 99 | Other Fees | $5,390 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 49 · EIN 33-0785439 | Other Services | $0 |
Employer contribution per participant 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 | $17,470 | $84,499-79.3% | $125,391-86.1% | $66,949-73.9% |
| Participation rate | 86.9% | 76.4%+10.5pp | 82.4%+4.5pp | 69.8%+17.1pp |
| Annual return | -15.02% | -8.49%-6.5pp | 572.41%-587.4pp | 1.57%-16.6pp |
| Employer contribution / active EE | $3 | $3,554-99.9% | $4,816-99.9% | $2,545-99.9% |
| Participant deferral / active EE | $7,482 | $6,785+10.3% | $7,448+0.5% | $4,239+76.5% |
| Admin fee / account holder | $16 | $685-97.6% | $10,009-99.8% | $594-97.3% |