Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,278 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $21,274 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,473 | $52,293-72.3% | $178,503-91.9% | $73,412-80.3% |
| Participation rate | 94.9% | 65.3%+29.5pp | 81.9%+13.0pp | 72.2%+22.7pp |
| Annual return | 25.66% | 34.75%-9.1pp | 151.12%-125.5pp | 59.30%-33.6pp |
| Employer contribution / active EE | $1,479 | $1,736-14.8% | $5,011-70.5% | $2,234-33.8% |
| Participant deferral / active EE | $4,215 | $2,333+80.6% | $5,202-19.0% | $3,806+10.7% |
| Admin fee / account holder | $106 | $127-16.8% | $13,987-99.2% | $158-32.9% |