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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $13,001 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,054 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,369 | $76,112-89.0% | $96,534-91.3% | $71,511-88.3% |
| Participation rate | 94.7% | 74.4%+20.3pp | 76.0%+18.7pp | 67.9%+26.8pp |
| Annual return | 22.63% | 22.81%-0.2pp | 25.88%-3.3pp | 28.86%-6.2pp |
| Employer contribution / active EE | $1,282 | $2,248-43.0% | $2,965-56.8% | $2,589-50.5% |
| Participant deferral / active EE | $3,329 | $4,217-21.1% | $4,851-31.4% | $4,291-22.4% |
| Admin fee / account holder | $157 | $2,708-94.2% | $8,253-98.1% | $1,588-90.1% |