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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 93-1225432 COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREM · NEW YORK, NY 100872052 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,970 | $64,176-50.2% | $112,249-71.5% | $66,938-52.2% |
| Participation rate | 4.2% | 68.4%-64.2pp | 75.1%-70.8pp | 69.8%-65.6pp |
| Annual return | -21.00% | -13.80%-7.2pp | 27.48%-48.5pp | 1.58%-22.6pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $190 | $3,694-94.9% | $4,729-96.0% | $4,238-95.5% |
| Admin fee / account holder | $163 | $626-74.0% | $6,412-97.5% | $594-72.6% |