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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $35,695 |
GROOM LAW GROUP1 year Service code 16 · EIN 52-1219029 | Consulting | $27,207 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 16 · EIN 33-0785439 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $98,833 | $92,091+7.3% | $63,018+56.8% | $77,958+26.8% |
| Participation rate | 51.0% | 74.5%-23.4pp | 74.8%-23.8pp | 71.6%-20.6pp |
| Annual return | 26.75% | 16.23%+10.5pp | 87.63%-60.9pp | 20.87%+5.9pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,761-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $4,896 | $3,361+45.7% | $3,330+47.0% | $3,537+38.4% |
| Admin fee / account holder | $52 | $48+8.9% | $3,601-98.5% | $97-46.4% |