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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 | $101,591+181.0% | $147,096+94.1% | $74,429+283.6% |
| Participation rate | 97.7% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.5pp |
| Annual return | 20.42% | 8746.45%-8726.0pp | 419.75%-399.3pp | 1368.38%-1348.0pp |
| Employer contribution / active EE | $3,530 | $3,813-7.4% | $4,936-28.5% | $2,625+34.5% |
| Participant deferral / active EE | $11,332 | $7,302+55.2% | $8,071+40.4% | $4,348+160.6% |
| Admin fee / account holder | $40 | $1,750-97.7% | $13,005-99.7% | $1,944-97.9% |