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| Provider | Service type | Compensation |
|---|---|---|
JIM TURNER1 year Service code 26 · EIN 91-1046522 ALLIANT SECURITIES · LIBERTY LAKE, WA 99019 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,337 | $63,314+156.4% | $91,004+78.4% | $62,293+160.6% |
| Participation rate | 65.0% | 73.3%-8.3pp | 75.6%-10.6pp | 69.5%-4.5pp |
| Annual return | 22.84% | 21.00%+1.8pp | 4.60%+18.2pp | 28.90%-6.1pp |
| Employer contribution / active EE | $1,190 | $1,807-34.2% | $2,456-51.5% | $2,042-41.7% |
| Participant deferral / active EE | $2,599 | $2,944-11.7% | $3,548-26.7% | $3,169-18.0% |
| Admin fee / account holder | $40 | $468-91.4% | $5,417-99.3% | $479-91.6% |