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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $108,079 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $5,215 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,364 | $53,932-43.7% | $134,162-77.4% | $90,274-66.4% |
| Participation rate | 61.0% | 60.4%+0.6pp | 72.2%-11.2pp | 73.4%-12.4pp |
| Annual return | 10.86% | 23.16%-12.3pp | 36.35%-25.5pp | 53.97%-43.1pp |
| Employer contribution / active EE | $466 | $1,611-71.1% | $3,705-87.4% | $2,523-81.5% |
| Participant deferral / active EE | $1,844 | $2,432-24.2% | $3,500-47.3% | $4,231-56.4% |
| Admin fee / account holder | $166 | $104+60.1% | $6,685-97.5% | $114+45.4% |