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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $35,853 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,064 |
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 | $51,322 | $50,919+0.8% | $155,556-67.0% | $77,762-34.0% |
| Participation rate | 98.9% | 63.1%+35.8pp | 78.2%+20.6pp | 70.6%+28.3pp |
| Annual return | 202.07% | 34.84%+167.2pp | 64.84%+137.2pp | 31.27%+170.8pp |
| Employer contribution / active EE | $2,845 | $1,991+42.8% | $4,675-39.2% | $2,728+4.3% |
| Participant deferral / active EE | $4,476 | $2,824+58.5% | $5,631-20.5% | $4,651-3.8% |
| Admin fee / account holder | $149 | $437-66.0% | $15,885-99.1% | $433-65.7% |