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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $1,719 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 99 PO BOX 745977 · LOS ANGELES, CA 900745977 | Other Fees | $1,295 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 70 101 PARK AVE · NEW YORK, NY 10178 | Consulting Fees | $325 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,810 | $54,674-93.0% | $76,089-95.0% | $74,429-94.9% |
| Participation rate | 92.6% | 60.3%+32.3pp | 69.1%+23.5pp | 67.2%+25.4pp |
| Annual return | 0.00% | 31.89%-31.9pp | 360.94%-360.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $875 | $1,781-50.9% | $2,690-67.5% | $2,625-66.7% |
| Participant deferral / active EE | $2,856 | $3,071-7.0% | $4,259-33.0% | $4,348-34.3% |
| Admin fee / account holder | $9 | $2,238-99.6% | $6,418-99.9% | $1,944-99.5% |