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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 99 · EIN 33-0785439 | Other Fees | $17,788 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,926 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,801 | $46,599-46.8% | $64,101-61.3% | $75,173-67.0% |
| Participation rate | 84.1% | 65.9%+18.2pp | 72.3%+11.8pp | 67.2%+16.9pp |
| Annual return | 21.23% | 26.06%-4.8pp | 33.72%-12.5pp | 160.72%-139.5pp |
| Employer contribution / active EE | $3,088 | $1,975+56.3% | $2,749+12.3% | $2,671+15.6% |
| Participant deferral / active EE | $4,915 | $2,837+73.2% | $3,881+26.6% | $4,126+19.1% |
| Admin fee / account holder | $172 | $2,956-94.2% | $3,070-94.4% | $5,651-97.0% |