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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $14,389 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,493 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,632 | $77,472+38.9% | $100,415+7.2% | $80,959+32.9% |
| Participation rate | 80.2% | 76.9%+3.3pp | 81.5%-1.3pp | 67.7%+12.5pp |
| Annual return | 15.92% | 37.26%-21.3pp | 49.47%-33.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $3,726 | $2,800+33.0% | $3,943-5.5% | $2,757+35.1% |
| Participant deferral / active EE | $8,022 | $6,818+17.7% | $8,091-0.9% | $4,300+86.5% |
| Admin fee / account holder | -$3 | $5,885-100.1% | $7,906-100.0% | $6,925-100.0% |