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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $4,426 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $2,778 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,384 | $101,653-15.0% | $147,080-41.3% | $74,459+16.0% |
| Participation rate | 30.9% | 75.6%-44.7pp | 82.2%-51.3pp | 67.2%-36.3pp |
| Annual return | 19.82% | 8754.98%-8735.2pp | 420.17%-400.4pp | 1369.70%-1349.9pp |
| Employer contribution / active EE | $944 | $3,813-75.2% | $4,933-80.9% | $2,626-64.0% |
| Participant deferral / active EE | $8,832 | $7,304+20.9% | $8,066+9.5% | $4,350+103.1% |
| Admin fee / account holder | $81 | $1,752-95.4% | $12,989-99.4% | $1,945-95.8% |