Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3722740 6720 N. SCOTTSDALE RD. · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $36,495 |
Filed as: ALLIANT RETIREMENT SERVICES, INC. Service code 26 · EIN 33-0785439 1301 DOVE ST. · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $12,992 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $4,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,446 | $50,860+44.4% | $155,574-52.8% | $77,714-5.5% |
| Participation rate | 68.3% | 63.1%+5.2pp | 78.2%-9.9pp | 70.6%-2.3pp |
| Annual return | 12.44% | 34.86%-22.4pp | 64.87%-52.4pp | 31.26%-18.8pp |
| Employer contribution / active EE | $893 | $1,991-55.1% | $4,676-80.9% | $2,727-67.2% |
| Participant deferral / active EE | $7,138 | $2,825+152.7% | $5,629+26.8% | $4,649+53.5% |
| Admin fee / account holder | $349 | $436-20.0% | $15,914-97.8% | $433-19.4% |