Filed January 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,265 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $16,248 |
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 13 · EIN 33-0785439 | Contract Administrator | $5,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,309 | $52,722-76.7% | $90,461-86.4% | $73,412-83.2% |
| Participation rate | 65.1% | 67.7%-2.7pp | 72.7%-7.6pp | 72.2%-7.1pp |
| Annual return | 28.16% | 20.70%+7.5pp | 1294.76%-1266.6pp | 59.30%-31.1pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,729 | $2,810-38.5% | $3,964-56.4% | $3,806-54.6% |
| Admin fee / account holder | $62 | $117-46.9% | $5,617-98.9% | $158-60.7% |