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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $189,181 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $50,000 |
USI CONSULTING GROUP2 years Service code 17 · EIN 06-1053228 | Pension Consulting | $42,850 |
BDO USA, LLP1 year Filed as: BDO USA Service code 49 · EIN 13-5381590 | Other Services | $13,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,807 | $110,258-51.2% | $102,460-47.5% | $200,096-73.1% |
| Participation rate | 65.6% | 86.3%-20.7pp | 76.5%-10.9pp | 72.0%-6.5pp |
| Annual return | 13.51% | 35.78%-22.3pp | 29.47%-16.0pp | 34.26%-20.7pp |
| Employer contribution / active EE | $2,184 | $3,605-39.4% | $3,025-27.8% | $3,038-28.1% |
| Participant deferral / active EE | $2,631 | $6,377-58.7% | $5,056-48.0% | $5,090-48.3% |
| Admin fee / account holder | $124 | $122+1.8% | $9,460-98.7% | $269-53.8% |