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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $20,320 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,355 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,222 | $102,382-57.8% | $147,005-70.6% | $80,874-46.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.37% | 134.89%-113.5pp | 418.76%-397.4pp | 35.62%-14.3pp |
| Employer contribution / active EE | $3,965 | $3,715+6.7% | $4,934-19.6% | $2,756+43.9% |
| Participant deferral / active EE | $15,398 | $6,646+131.7% | $8,070+90.8% | $4,297+258.3% |
| Admin fee / account holder | $136 | $7,942-98.3% | $13,006-99.0% | $6,935-98.0% |