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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $15,933 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,010 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,688 | $82,678-67.7% | $125,391-78.7% | $68,490-61.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.78% | -5.97%-4.8pp | 572.41%-583.2pp | -7.85%-2.9pp |
| Employer contribution / active EE | $3,949 | $3,382+16.8% | $4,816-18.0% | $2,597+52.1% |
| Participant deferral / active EE | $14,339 | $6,111+134.6% | $7,448+92.5% | $4,028+256.0% |
| Admin fee / account holder | $106 | $6,277-98.3% | $10,009-98.9% | $5,403-98.0% |