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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,299 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $31,888 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,677 | $56,152-16.9% | $185,827-74.9% | $73,412-36.4% |
| Participation rate | 30.3% | 67.6%-37.2pp | 78.0%-47.7pp | 72.2%-41.8pp |
| Annual return | 10.96% | 17.59%-6.6pp | 35.96%-25.0pp | 59.30%-48.3pp |
| Employer contribution / active EE | $856 | $1,532-44.1% | $4,087-79.1% | $2,234-61.7% |
| Participant deferral / active EE | $1,558 | $3,659-57.4% | $5,633-72.3% | $3,806-59.1% |
| Admin fee / account holder | $359 | $132+171.6% | $9,502-96.2% | $158+127.1% |