Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $35,853 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,064 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,322 | $50,820+1.0% | $155,567-67.0% | $77,671-33.9% |
| Participation rate | 98.9% | 63.1%+35.7pp | 78.2%+20.7pp | 70.6%+28.3pp |
| Annual return | 202.07% | 34.85%+167.2pp | 64.74%+137.3pp | 31.21%+170.9pp |
| Employer contribution / active EE | $2,845 | $1,993+42.8% | $4,674-39.1% | $2,726+4.3% |
| Participant deferral / active EE | $4,476 | $2,823+58.6% | $5,628-20.5% | $4,648-3.7% |
| Admin fee / account holder | $149 | $436-65.9% | $15,916-99.1% | $430-65.5% |