Filed January 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $356,275 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 16 · EIN 33-0785439 | Consulting | $90,000 |
MAYER HOFFMAN MCCANN P.C.2+ years Service code 10 · EIN 34-1846498 | Accounting | $23,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,053 | $95,445-37.1% | $60,919-1.4% | $78,104-23.1% |
| Participation rate | 65.4% | 72.5%-7.1pp | 73.1%-7.7pp | 74.5%-9.1pp |
| Annual return | -15.79% | -12.21%-3.6pp | 16.98%-32.8pp | 10.90%-26.7pp |
| Employer contribution / active EE | $691 | $3,900-82.3% | $2,704-74.4% | $3,128-77.9% |
| Participant deferral / active EE | $3,746 | $4,558-17.8% | $3,814-1.8% | $5,089-26.4% |
| Admin fee / account holder | $59 | $46+29.8% | $3,226-98.2% | $79-24.8% |