Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $5,000 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,565 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,040 | $48,471-69.0% | $182,531-91.8% | $67,579-77.7% |
| Participation rate | 44.2% | 67.2%-23.0pp | 78.0%-33.8pp | 71.3%-27.1pp |
| Annual return | 26.38% | 31.08%-4.7pp | 148.57%-122.2pp | 378.56%-352.2pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,075-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,623 | $3,324-21.1% | $5,525-52.5% | $3,539-25.9% |
| Admin fee / account holder | $59 | $151-60.7% | $8,593-99.3% | $142-58.2% |