Filed January 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,199 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 | Advisory (Plan) | $6,039 |
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 | $19,938 | $52,188-61.8% | $86,640-77.0% | $74,460-73.2% |
| Participation rate | 88.8% | 66.3%+22.5pp | 71.7%+17.1pp | 70.7%+18.1pp |
| Annual return | 13.82% | 44.46%-30.6pp | 592.52%-578.7pp | 34.38%-20.6pp |
| Employer contribution / active EE | $2,398 | $2,282+5.1% | $3,024-20.7% | $2,638-9.1% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,530-100.0% |
| Admin fee / account holder | $113 | $319-64.6% | $5,616-98.0% | $348-67.5% |