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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $7,479 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,390 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,719 | $110,483-38.7% | $145,433-53.4% | $79,634-15.0% |
| Participation rate | 87.5% | 71.1%+16.4pp | 82.1%+5.4pp | 62.5%+25.0pp |
| Annual return | 21.99% | 24.62%-2.6pp | 66.58%-44.6pp | 36.46%-14.5pp |
| Employer contribution / active EE | $3,320 | $4,053-18.1% | $4,554-27.1% | $2,529+31.3% |
| Participant deferral / active EE | $9,051 | $7,216+25.4% | $7,897+14.6% | $3,835+136.0% |
| Admin fee / account holder | $37 | $680-94.6% | $13,129-99.7% | $1,002-96.3% |