Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $11,102 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,181 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,047 | $69,511-66.8% | $94,664-75.7% | $71,511-67.8% |
| Participation rate | 88.5% | 78.4%+10.0pp | 80.8%+7.6pp | 67.9%+20.5pp |
| Annual return | 22.12% | 29.67%-7.6pp | 156.84%-134.7pp | 28.86%-6.7pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,785 | $7,348-34.9% | $7,417-35.5% | $4,291+11.5% |
| Admin fee / account holder | $96 | $1,211-92.1% | $7,222-98.7% | $1,588-94.0% |