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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREM · NEW YORK, NY 10178 | Contract Administrator | $41,440 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,057 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · CO, CO 80111 | Investment Management | $20,625 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 | Contract Administrator | $4,506 |
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.
Annual investment return 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 | $22,944 | $50,919-54.9% | $155,556-85.3% | $77,762-70.5% |
| Participation rate | 32.3% | 63.1%-30.8pp | 78.2%-45.9pp | 70.6%-38.3pp |
| Annual return | 10.10% | 34.84%-24.7pp | 64.84%-54.7pp | 31.27%-21.2pp |
| Employer contribution / active EE | $564 | $1,991-71.7% | $4,675-87.9% | $2,728-79.3% |
| Participant deferral / active EE | $876 | $2,824-69.0% | $5,631-84.4% | $4,651-81.2% |
| Admin fee / account holder | $222 | $437-49.2% | $15,885-98.6% | $433-48.7% |