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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,789 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $66,123 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,565 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,155 | $53,204-39.6% | $155,556-79.3% | $200,096-83.9% |
| Participation rate | 82.4% | 64.1%+18.3pp | 78.2%+4.2pp | 72.0%+10.4pp |
| Annual return | 20.04% | 41.02%-21.0pp | 64.84%-44.8pp | 34.26%-14.2pp |
| Employer contribution / active EE | $88 | $1,850-95.2% | $4,675-98.1% | $3,038-97.1% |
| Participant deferral / active EE | $4,647 | $3,163+46.9% | $5,631-17.5% | $5,090-8.7% |
| Admin fee / account holder | $166 | $186-10.8% | $15,885-99.0% | $269-38.5% |