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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $16,711 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,080 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,355 | $93,617-63.3% | $135,982-74.7% | $75,177-54.3% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 67.2%+31.6pp |
| Annual return | 20.63% | 30.89%-10.3pp | 68.32%-47.7pp | 160.75%-140.1pp |
| Employer contribution / active EE | $3,333 | $3,538-5.8% | $4,859-31.4% | $2,671+24.8% |
| Participant deferral / active EE | $13,208 | $6,406+106.2% | $7,760+70.2% | $4,126+220.1% |
| Admin fee / account holder | $117 | $6,980-98.3% | $10,767-98.9% | $5,651-97.9% |