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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,276 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 101 PARK AVE, 12TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $16,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 245 SUMMER ST · BOSTON, MA 02210 | Advisory (Plan) | $2,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $62,096 | $45,109+37.7% | $85,187-27.1% | $77,736-20.1% |
| Participation rate | 29.8% | 48.7%-18.8pp | 67.5%-37.7pp | 70.6%-40.8pp |
| Annual return | 23.10% | 79.55%-56.5pp | 66.67%-43.6pp | 31.26%-8.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,732-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,395 | $2,814+56.2% | $4,525-2.9% | $4,651-5.5% |
| Admin fee / account holder | $175 | $915-80.9% | $6,162-97.2% | $433-59.7% |