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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $55,283 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,105 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,547 | $46,464+49.7% | $150,298-53.7% | $79,634-12.7% |
| Participation rate | 47.6% | 57.0%-9.4pp | 77.8%-30.2pp | 62.5%-14.9pp |
| Annual return | 16.68% | 27.89%-11.2pp | 62.79%-46.1pp | 36.46%-19.8pp |
| Employer contribution / active EE | $2,392 | $1,512+58.2% | $4,154-42.4% | $2,529-5.4% |
| Participant deferral / active EE | $4,695 | $2,157+117.7% | $5,453-13.9% | $3,835+22.4% |
| Admin fee / account holder | $248 | $891-72.1% | $14,116-98.2% | $1,002-75.2% |