Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $239,772 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $62,901 |
WHITLEY PENN LLP3 years Service code 10 · EIN 75-2393478 | Accounting | $11,311 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,353 | $76,173-72.0% | $81,438-73.8% | $199,768-89.3% |
| Participation rate | 95.1% | 76.3%+18.8pp | 69.5%+25.6pp | 72.0%+23.1pp |
| Annual return | 14.82% | 15.59%-0.8pp | 24.74%-9.9pp | 34.26%-19.4pp |
| Employer contribution / active EE | $1,026 | $2,792-63.2% | $2,460-58.3% | $3,037-66.2% |
| Participant deferral / active EE | $3,315 | $4,201-21.1% | $3,883-14.6% | $5,090-34.9% |
| Admin fee / account holder | $110 | $146-24.7% | $5,764-98.1% | $269-59.1% |