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 | $39,765 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $17,030 |
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 13 · EIN 33-0785439 | Contract Administrator | $95 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,560 | $47,766-73.7% | $82,763-84.8% | $64,824-80.6% |
| Participation rate | 68.8% | 67.7%+1.1pp | 72.6%-3.8pp | 71.5%-2.7pp |
| Annual return | -14.19% | -13.06%-1.1pp | 702.45%-716.6pp | 32.84%-47.0pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,038 | $3,332-38.8% | $4,395-53.6% | $4,311-52.7% |
| Admin fee / account holder | $76 | $143-46.6% | $5,325-98.6% | $188-59.3% |