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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,668 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $56,886 |
CLARK NUBER1 year Filed as: CLARK NUBER, P.S. Service code 10 · EIN 91-1194016 | Accounting | $14,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,382 | $110,483-15.5% | $145,433-35.8% | $79,634+17.3% |
| Participation rate | 97.9% | 71.1%+26.8pp | 82.1%+15.8pp | 62.5%+35.4pp |
| Annual return | 22.81% | 24.62%-1.8pp | 66.58%-43.8pp | 36.46%-13.7pp |
| Employer contribution / active EE | $2,656 | $4,053-34.5% | $4,554-41.7% | $2,529+5.0% |
| Participant deferral / active EE | $13,840 | $7,216+91.8% | $7,897+75.3% | $3,835+260.9% |
| Admin fee / account holder | $172 | $680-74.7% | $13,129-98.7% | $1,002-82.8% |