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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 11 · EIN 33-0785439 | Actuarial | $65,816 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $34,312 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $31,116 |
K&L GATES2 years Filed as: K&L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $3,059 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -7.57% | -2.92%-4.6pp | -752.26%+744.7pp | 10.56%-18.1pp |
| Employer contribution / active EE | $29,627 | $9,485+212.4% | $31,802-6.8% | $13,643+117.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |