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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 49 701B ST · SAN DIEGO, CA 92101 | Other Services | $59,583 |
Filed as: ALLIANT INSURANCE SERVICES Service code 99 · EIN 33-0785439 | Other Fees | $0 |
Filed as: ALLIANT RETIREMENT SERVICES, INC. Service code 99 · EIN 33-0785439 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,511 | $101,672+180.8% | $147,117+94.1% | $74,478+283.4% |
| Participation rate | 97.7% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.5pp |
| Annual return | 20.42% | 8757.83%-8737.4pp | 420.54%-400.1pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $3,530 | $3,813-7.4% | $4,932-28.4% | $2,626+34.4% |
| Participant deferral / active EE | $11,332 | $7,305+55.1% | $8,065+40.5% | $4,350+160.5% |
| Admin fee / account holder | $40 | $1,753-97.7% | $12,993-99.7% | $1,946-97.9% |