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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $43,098 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,803 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,755 | $55,402+31.3% | $76,089-4.4% | $77,714-6.4% |
| Participation rate | 72.4% | 63.6%+8.8pp | 69.1%+3.3pp | 70.6%+1.8pp |
| Annual return | 12.70% | 17.09%-4.4pp | 360.94%-348.2pp | 31.26%-18.6pp |
| Employer contribution / active EE | $1,319 | $1,789-26.3% | $2,690-51.0% | $2,727-51.6% |
| Participant deferral / active EE | $4,695 | $3,450+36.1% | $4,259+10.2% | $4,649+1.0% |
| Admin fee / account holder | $238 | $410-42.0% | $6,418-96.3% | $433-45.1% |