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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES, INC. Service code 99 · EIN 33-0785439 | Other Fees | $34,194 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 49 701B ST · SAN DIEGO, CA 92101 | Other Services | $21,258 |
Filed as: ALLIANT INSURANCE SERVICES Service code 99 · EIN 33-0785439 | Other Fees | $12,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,447 | $91,439+172.8% | $135,974+83.5% | $71,511+248.8% |
| Participation rate | 97.6% | 75.7%+22.0pp | 81.9%+15.7pp | 67.9%+29.7pp |
| Annual return | 16.83% | 29.90%-13.1pp | 68.30%-51.5pp | 28.86%-12.0pp |
| Employer contribution / active EE | $4,084 | $3,705+10.2% | $4,859-15.9% | $2,589+57.7% |
| Participant deferral / active EE | $9,825 | $7,093+38.5% | $7,760+26.6% | $4,291+129.0% |
| Admin fee / account holder | $240 | $1,267-81.0% | $10,767-97.8% | $1,588-84.9% |