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| Provider | Service type | Compensation |
|---|---|---|
JIM TURNER2 years 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $131,373 | $58,093+126.1% | $80,022+64.2% | $56,289+133.4% |
| Participation rate | 68.7% | 73.6%-4.9pp | 75.8%-7.1pp | 69.9%-1.1pp |
| Annual return | -5.01% | 34.63%-39.6pp | 11.22%-16.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,148 | $1,933-40.6% | $2,468-53.5% | $2,111-45.6% |
| Participant deferral / active EE | $2,351 | $3,136-25.0% | $3,686-36.2% | $3,350-29.8% |
| Admin fee / account holder | $35 | $623-94.4% | $6,521-99.5% | $521-93.3% |