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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $100,985 |
Filed as: ALLIANT RETIREMENT SERVICE Service code 10 · EIN 33-0785439 | Accounting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,988 | $87,173-78.2% | $59,899-68.3% | $75,289-74.8% |
| Participation rate | 71.1% | 74.5%-3.3pp | 74.7%-3.6pp | 72.4%-1.3pp |
| Annual return | 9.63% | -2.14%+11.8pp | 3.46%+6.2pp | -0.04%+9.7pp |
| Employer contribution / active EE | $1,940 | $3,473-44.1% | $2,723-28.7% | $2,405-19.3% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,403-100.0% | $3,739-100.0% |
| Admin fee / account holder | $18 | $75-75.5% | $3,592-99.5% | $102-82.1% |