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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $110,105 |
Service code 37 · EIN 04-2647786 | Loan Processing | $94,554 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,842 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,452 | $53,199-7.0% | $155,567-68.2% | $199,768-75.2% |
| Participation rate | 88.8% | 64.1%+24.7pp | 78.2%+10.6pp | 72.0%+16.8pp |
| Annual return | 14.37% | 41.17%-26.8pp | 64.74%-50.4pp | 34.26%-19.9pp |
| Employer contribution / active EE | $775 | $1,852-58.2% | $4,674-83.4% | $3,037-74.5% |
| Participant deferral / active EE | $5,521 | $3,163+74.6% | $5,628-1.9% | $5,090+8.5% |
| Admin fee / account holder | $114 | $186-38.7% | $15,916-99.3% | $269-57.7% |