Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $100,066 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 99 · EIN 33-0785439 | Other Fees | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,555 | $92,076-69.0% | $105,607-73.0% | $77,736-63.3% |
| Participation rate | 67.9% | 81.0%-13.1pp | 75.3%-7.4pp | 70.6%-2.7pp |
| Annual return | 17.28% | 17.84%-0.6pp | 116.11%-98.8pp | 31.26%-14.0pp |
| Employer contribution / active EE | $1,779 | $3,370-47.2% | $3,167-43.8% | $2,728-34.8% |
| Participant deferral / active EE | $2,659 | $5,390-50.7% | $5,011-46.9% | $4,651-42.8% |
| Admin fee / account holder | $109 | $219-50.2% | $10,958-99.0% | $433-74.8% |