Filed January 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $140,150 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 101 PARK AVE 14TH FLOOR · NEW YORK, NY 10178 | Contract Administrator | $15,536 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 99 | Other Fees | $1,038 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,256 | $65,960-87.5% | $81,844-89.9% | $77,736-89.4% |
| Participation rate | 73.7% | 65.8%+8.0pp | 72.4%+1.3pp | 70.6%+3.1pp |
| Annual return | 5.90% | 26.64%-20.7pp | 778.87%-773.0pp | 31.26%-25.4pp |
| Employer contribution / active EE | $210 | $2,375-91.2% | $2,916-92.8% | $2,728-92.3% |
| Participant deferral / active EE | $1,034 | $3,505-70.5% | $4,323-76.1% | $4,651-77.8% |
| Admin fee / account holder | $227 | $526-57.0% | $7,355-96.9% | $433-47.7% |