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| Provider | Service type | Compensation |
|---|---|---|
JIM TURNER4 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.
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 | $175,883 | $70,917+148.0% | $98,920+77.8% | $73,497+139.3% |
| Participation rate | 68.1% | 73.8%-5.7pp | 76.0%-8.0pp | 70.7%-2.6pp |
| Annual return | 20.86% | 34.18%-13.3pp | 196.47%-175.6pp | 28.51%-7.7pp |
| Employer contribution / active EE | $1,320 | $2,037-35.2% | $2,689-50.9% | $2,270-41.8% |
| Participant deferral / active EE | $3,001 | $3,501-14.3% | $4,245-29.3% | $3,740-19.8% |
| Admin fee / account holder | $41 | $535-92.4% | $6,643-99.4% | $513-92.0% |