Filed January 19, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,168 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 | Advisory (Plan) | $24,291 |
Filed as: ALLIANT INSURANCE SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $0 |
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 | $19,461 | $58,344-66.6% | $98,477-80.2% | $86,813-77.6% |
| Participation rate | 79.6% | 68.4%+11.2pp | 73.3%+6.3pp | 72.3%+7.3pp |
| Annual return | 11.37% | 43.47%-32.1pp | 1493.59%-1482.2pp | 97.93%-86.6pp |
| Employer contribution / active EE | $1,591 | $2,008-20.7% | $2,961-46.2% | $2,406-33.9% |
| Participant deferral / active EE | $0 | $3,156-100.0% | $4,276-100.0% | $4,131-100.0% |
| Admin fee / account holder | $97 | $138-29.6% | $5,951-98.4% | $170-42.8% |