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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 | $102,385-57.8% | $147,080-70.6% | $80,935-46.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 21.37% | 135.09%-113.7pp | 420.17%-398.8pp | 35.66%-14.3pp |
| Employer contribution / active EE | $3,965 | $3,717+6.7% | $4,933-19.6% | $2,757+43.8% |
| Participant deferral / active EE | $15,398 | $6,651+131.5% | $8,066+90.9% | $4,299+258.1% |
| Admin fee / account holder | $136 | $7,951-98.3% | $12,989-99.0% | $6,924-98.0% |