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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 49 701B ST FL6 · SAN DIEGO, CA 92101 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,431 | $55,446-95.6% | $155,574-98.4% | $74,429-96.7% |
| Participation rate | 89.6% | 61.9%+27.7pp | 78.2%+11.4pp | 67.2%+22.4pp |
| Annual return | 22.87% | 269.20%-246.3pp | 64.87%-42.0pp | 1368.38%-1345.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,379 | $2,836-51.4% | $5,629-75.5% | $4,348-68.3% |
| Admin fee / account holder | $15 | $1,743-99.1% | $15,914-99.9% | $1,944-99.2% |