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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREM · NEW YORK, NY 100872052 | Contract Administrator | $30,618 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,251 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $833 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,990 | $64,176-23.7% | $112,249-56.4% | $66,938-26.8% |
| Participation rate | 67.3% | 68.4%-1.2pp | 75.1%-7.8pp | 69.8%-2.6pp |
| Annual return | -14.88% | -13.80%-1.1pp | 27.48%-42.4pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,418 | $3,007-52.8% | $3,636-61.0% | $2,545-44.3% |
| Participant deferral / active EE | $2,938 | $3,694-20.5% | $4,729-37.9% | $4,238-30.7% |
| Admin fee / account holder | $191 | $626-69.5% | $6,412-97.0% | $594-67.8% |