Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,510 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $48,711 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $32,415 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,567 | $56,540+5.4% | $185,849-67.9% | $86,821-31.4% |
| Participation rate | 90.5% | 65.5%+25.0pp | 81.7%+8.8pp | 72.3%+18.2pp |
| Annual return | 17.39% | 118.20%-100.8pp | 122.10%-104.7pp | 97.94%-80.5pp |
| Employer contribution / active EE | $146 | $1,844-92.1% | $5,169-97.2% | $2,406-93.9% |
| Participant deferral / active EE | $4,706 | $2,555+84.2% | $5,569-15.5% | $4,132+13.9% |
| Admin fee / account holder | $135 | $150-9.6% | $16,244-99.2% | $170-20.2% |