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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 99 PARK AVE · NEW YORK, NY 10016 | Advisory (Plan) | $56,957 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $50,833 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,108 | $106,230-13.3% | $147,080-37.4% | $77,736+18.5% |
| Participation rate | 98.7% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 16.40% | 56.91%-40.5pp | 420.17%-403.8pp | 31.26%-14.9pp |
| Employer contribution / active EE | $4,261 | $4,072+4.6% | $4,933-13.6% | $2,728+56.2% |
| Participant deferral / active EE | $8,443 | $8,001+5.5% | $8,066+4.7% | $4,651+81.6% |
| Admin fee / account holder | $230 | $338-31.9% | $12,989-98.2% | $433-46.8% |