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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,543 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $27,498 |
CLSRS LLC4 years Service code 27 · EIN 61-1723537 | Advisory (Plan) | $27,031 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,050 |
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 | $81,093 | $88,122-8.0% | $141,191-42.6% | $67,579+20.0% |
| Participation rate | 94.9% | 76.5%+18.4pp | 82.5%+12.4pp | 71.3%+23.6pp |
| Annual return | 56.13% | 75.40%-19.3pp | 71.41%-15.3pp | 378.56%-322.4pp |
| Employer contribution / active EE | $2,450 | $3,224-24.0% | $4,736-48.3% | $2,148+14.1% |
| Participant deferral / active EE | $10,560 | $5,958+77.3% | $6,710+57.4% | $3,539+198.4% |
| Admin fee / account holder | $162 | $131+23.6% | $10,264-98.4% | $142+13.7% |