Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JIM TURNER5 years Service code 26 · EIN 91-1046522 ALLIANT SECURITIES · LIBERTY LAKE, WA 99019 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,016 | $79,128+150.2% | $106,555+85.8% | - |
| Participation rate | 72.7% | 77.1%-4.3pp | 76.1%-3.4pp | - |
| Annual return | 15.35% | 16.17%-0.8pp | 26.80%-11.5pp | - |
| Employer contribution / active EE | $1,654 | $3,116-46.9% | $2,819-41.3% | - |
| Participant deferral / active EE | $3,835 | $3,862-0.7% | $4,399-12.8% | - |
| Admin fee / account holder | $44 | $2,807-98.4% | $7,408-99.4% | - |