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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 101 PARK AVENUE · NEW YORK, NY 10178 | Contract Administrator | $1,190 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,633 | $79,169-28.5% | $100,415-43.6% | $74,478-24.0% |
| Participation rate | 99.3% | 79.4%+19.9pp | 81.5%+17.8pp | 67.2%+32.1pp |
| Annual return | 21.85% | 20.51%+1.3pp | 49.47%-27.6pp | 1370.56%-1348.7pp |
| Employer contribution / active EE | $3,348 | $3,017+11.0% | $3,943-15.1% | $2,626+27.5% |
| Participant deferral / active EE | $13,260 | $7,751+71.1% | $8,091+63.9% | $4,350+204.8% |
| Admin fee / account holder | $5 | $1,337-99.6% | $7,906-99.9% | $1,946-99.8% |