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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT CONS. Service code 27 701 B STREET · SAN DIEGO, CA 92101 | Advisory (Plan) | $18,288 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,543 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,312 | $82,664-77.8% | $125,339-85.4% | $68,494-73.3% |
| Participation rate | 95.8% | 75.0%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -18.97% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $566 | $3,381-83.3% | $4,814-88.2% | $2,596-78.2% |
| Participant deferral / active EE | $11,918 | $6,110+95.0% | $7,446+60.1% | $4,027+195.9% |
| Admin fee / account holder | $130 | $6,275-97.9% | $10,010-98.7% | $5,403-97.6% |