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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 | $55,457+31.2% | $76,119-4.4% | $77,736-6.4% |
| Participation rate | 72.4% | 63.6%+8.8pp | 69.1%+3.3pp | 70.6%+1.8pp |
| Annual return | 12.70% | 17.09%-4.4pp | 361.25%-348.5pp | 31.26%-18.6pp |
| Employer contribution / active EE | $1,319 | $1,792-26.4% | $2,693-51.0% | $2,728-51.6% |
| Participant deferral / active EE | $4,695 | $3,454+35.9% | $4,259+10.2% | $4,651+1.0% |
| Admin fee / account holder | $238 | $411-42.1% | $6,421-96.3% | $433-45.1% |