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) | $51,416 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,838 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,767 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $10,263 |
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 | $65,525 | $95,438-31.3% | $135,982-51.8% | $74,473-12.0% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 18.89% | 32.61%-13.7pp | 68.32%-49.4pp | 34.36%-15.5pp |
| Employer contribution / active EE | $3,008 | $3,878-22.4% | $4,859-38.1% | $2,638+14.0% |
| Participant deferral / active EE | $8,283 | $7,790+6.3% | $7,760+6.7% | $4,530+82.9% |
| Admin fee / account holder | $150 | $259-41.9% | $10,767-98.6% | $347-56.7% |