Filed August 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 DBA ALLIANT RETIREMENT · NEW YORK, NY 11018 | Contract Administrator | $117,959 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,886 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,664 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,679 | $53,204-51.7% | $155,556-83.5% | $200,096-87.2% |
| Participation rate | 95.9% | 64.1%+31.8pp | 78.2%+17.7pp | 72.0%+23.9pp |
| Annual return | 11.86% | 41.02%-29.2pp | 64.84%-53.0pp | 34.26%-22.4pp |
| Employer contribution / active EE | $1,917 | $1,850+3.6% | $4,675-59.0% | $3,038-36.9% |
| Participant deferral / active EE | $2,838 | $3,163-10.3% | $5,631-49.6% | $5,090-44.2% |
| Admin fee / account holder | $114 | $186-38.8% | $15,885-99.3% | $269-57.8% |