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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $92,953 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 22 · EIN 33-0785439 | Insurance Broker | $92,164 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,298 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,536 | $88,122+41.3% | $141,197-11.8% | $67,582+84.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 18.99% | 75.40%-56.4pp | 71.41%-52.4pp | 378.57%-359.6pp |
| Employer contribution / active EE | $4,828 | $3,224+49.7% | $4,736+1.9% | $2,148+124.8% |
| Participant deferral / active EE | $7,404 | $5,958+24.3% | $6,710+10.3% | $3,539+109.2% |
| Admin fee / account holder | $170 | $131+30.1% | $10,265-98.3% | $142+19.7% |