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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $51,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,200 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $15,950 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,960 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,007 | $104,336-30.0% | $159,487-54.2% | $86,821-15.9% |
| Participation rate | 95.4% | 77.7%+17.7pp | 82.8%+12.6pp | 72.3%+23.1pp |
| Annual return | 21.34% | 26.32%-5.0pp | 263.71%-242.4pp | 97.94%-76.6pp |
| Employer contribution / active EE | $1,781 | $3,451-48.4% | $4,831-63.1% | $2,406-26.0% |
| Participant deferral / active EE | $6,220 | $6,837-9.0% | $7,354-15.4% | $4,132+50.5% |
| Admin fee / account holder | $160 | $172-6.9% | $10,804-98.5% | $170-5.4% |