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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES, INC. Service code 99 · EIN 33-0785439 | Other Fees | $61,630 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 49 701B ST · SAN DIEGO, CA 92101 | Other Services | $21,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,341 | $84,499+158.4% | $125,391+74.1% | $66,949+226.1% |
| Participation rate | 92.6% | 76.4%+16.1pp | 82.4%+10.2pp | 69.8%+22.7pp |
| Annual return | -10.28% | -8.49%-1.8pp | 572.41%-582.7pp | 1.57%-11.8pp |
| Employer contribution / active EE | $4,080 | $3,554+14.8% | $4,816-15.3% | $2,545+60.3% |
| Participant deferral / active EE | $8,389 | $6,785+23.6% | $7,448+12.6% | $4,239+97.9% |
| Admin fee / account holder | $312 | $685-54.5% | $10,009-96.9% | $594-47.4% |