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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $101,842 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $41,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,436 | $52,523-28.7% | $117,498-68.1% | $77,906-51.9% |
| Participation rate | 50.4% | 61.6%-11.1pp | 70.6%-20.2pp | 73.7%-23.3pp |
| Annual return | -13.45% | -13.76%+0.3pp | 29.75%-43.2pp | 12.16%-25.6pp |
| Employer contribution / active EE | $585 | $2,166-73.0% | $4,178-86.0% | $2,846-79.5% |
| Participant deferral / active EE | $2,339 | $3,087-24.2% | $4,071-42.6% | $4,805-51.3% |
| Admin fee / account holder | $232 | $99+133.8% | $5,646-95.9% | $133+75.0% |