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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $212,040 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $25,000 |
USI CONSULTING GROUP1 year Service code 27 · EIN 06-1053228 | Advisory (Plan) | $17,550 |
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 | $51,503 | $104,544-50.7% | $96,534-46.6% | $80,157-35.7% |
| Participation rate | 65.8% | 86.4%-20.5pp | 76.0%-10.2pp | 72.9%-7.1pp |
| Annual return | 17.07% | 21.79%-4.7pp | 25.88%-8.8pp | 40.39%-23.3pp |
| Employer contribution / active EE | $1,445 | $3,527-59.0% | $2,965-51.3% | $2,977-51.5% |
| Participant deferral / active EE | $2,769 | $6,170-55.1% | $4,851-42.9% | $5,015-44.8% |
| Admin fee / account holder | $119 | $107+11.2% | $8,253-98.6% | $145-18.1% |