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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $87,500 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $62,436 |
Annual investment return 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 | $136,989 | $95,438+43.5% | $135,982+0.7% | $74,473+83.9% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 14.24% | 32.61%-18.4pp | 68.32%-54.1pp | 34.36%-20.1pp |
| Employer contribution / active EE | $5,209 | $3,878+34.3% | $4,859+7.2% | $2,638+97.4% |
| Participant deferral / active EE | $7,540 | $7,790-3.2% | $7,760-2.8% | $4,530+66.4% |
| Admin fee / account holder | $150 | $259-42.1% | $10,767-98.6% | $347-56.8% |