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| Provider | Service type | Compensation |
|---|---|---|
JIM TURNER6 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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,999 | $72,639+120.3% | $90,766+76.3% | $66,949+139.0% |
| Participation rate | 66.4% | 73.7%-7.3pp | 75.7%-9.3pp | 69.8%-3.5pp |
| Annual return | -18.28% | -12.28%-6.0pp | -12.16%-6.1pp | 1.57%-19.8pp |
| Employer contribution / active EE | $1,556 | $2,369-34.3% | $2,922-46.7% | $2,545-38.9% |
| Participant deferral / active EE | $3,554 | $3,979-10.7% | $4,565-22.2% | $4,239-16.2% |
| Admin fee / account holder | $60 | $708-91.5% | $8,446-99.3% | $594-89.9% |