Filed January 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,110 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 | Advisory (Plan) | $26,434 |
Filed as: ALLIANT INSURANCE SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,696 | $47,766-63.0% | $82,744-78.6% | $64,819-72.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -13.42% | -13.06%-0.4pp | 702.22%-715.6pp | 32.84%-46.3pp |
| Employer contribution / active EE | $1,935 | $2,182-11.3% | $3,008-35.7% | $2,507-22.8% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $100 | $143-29.8% | $5,325-98.1% | $188-46.5% |