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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $12,847 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,590 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,751 | $68,398+47.3% | $94,664+6.4% | $75,173+34.0% |
| Participation rate | 74.1% | 76.1%-2.0pp | 80.8%-6.7pp | 67.2%+6.9pp |
| Annual return | 20.31% | 616.72%-596.4pp | 156.84%-136.5pp | 160.72%-140.4pp |
| Employer contribution / active EE | $4,462 | $2,701+65.2% | $3,673+21.5% | $2,671+67.1% |
| Participant deferral / active EE | $9,226 | $6,537+41.1% | $7,417+24.4% | $4,126+123.6% |
| Admin fee / account holder | -$38 | $5,324-100.7% | $7,222-100.5% | $5,651-100.7% |