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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 | $1,296 |
Annual investment return 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.
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 | $1,342 | $73,848-98.2% | $143,799-99.1% | $68,486-98.0% |
| Participation rate | 72.8% | 66.7%+6.2pp | 80.3%-7.5pp | 67.9%+4.9pp |
| Annual return | -47.57% | 0.91%-48.5pp | -0.04%-47.5pp | -7.85%-39.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,160 | $3,385-65.7% | $5,638-79.4% | $4,028-71.2% |
| Admin fee / account holder | $9 | $5,755-99.9% | $14,677-99.9% | $5,404-99.8% |