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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $81,677 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $62,313 |
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 | $124,759 | $82,188+51.8% | $125,391-0.5% | $64,824+92.5% |
| Participation rate | 98.9% | 77.9%+21.0pp | 82.4%+16.5pp | 71.5%+27.4pp |
| Annual return | -13.96% | 3.50%-17.5pp | 572.41%-586.4pp | 32.84%-46.8pp |
| Employer contribution / active EE | $5,081 | $3,617+40.5% | $4,816+5.5% | $2,507+102.7% |
| Participant deferral / active EE | $7,418 | $7,177+3.4% | $7,448-0.4% | $4,311+72.1% |
| Admin fee / account holder | $146 | $163-10.8% | $10,009-98.5% | $188-22.5% |