Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,033 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $47,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,070 | $80,763+47.4% | $102,412+16.3% | $74,459+59.9% |
| Participation rate | 85.0% | 65.7%+19.3pp | 74.5%+10.5pp | 67.2%+17.8pp |
| Annual return | 12.40% | 27.57%-15.2pp | 24.94%-12.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $4,060 | $3,160+28.5% | $3,870+4.9% | $2,626+54.6% |
| Participant deferral / active EE | $8,658 | $3,862+124.2% | $5,060+71.1% | $4,350+99.1% |
| Admin fee / account holder | $409 | $2,371-82.7% | $8,388-95.1% | $1,945-79.0% |