Filed January 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,951 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $12,730 |
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 13 · EIN 33-0785439 | Contract Administrator | $1,228 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,345 | $58,344-75.4% | $98,506-85.4% | $86,821-83.5% |
| Participation rate | 68.6% | 68.4%+0.2pp | 73.3%-4.7pp | 72.3%-3.7pp |
| Annual return | 17.20% | 43.47%-26.3pp | 1494.92%-1477.7pp | 97.94%-80.7pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,916 | $3,156-39.3% | $4,277-55.2% | $4,132-53.6% |
| Admin fee / account holder | $76 | $138-44.8% | $5,955-98.7% | $170-55.1% |