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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3722740 6720 N. SCOTTSDALE RD. · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $36,495 |
Filed as: ALLIANT RETIREMENT SERVICES, INC. Service code 26 · EIN 33-0785439 1301 DOVE ST. · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $12,992 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $4,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,446 | $50,815+44.5% | $155,509-52.8% | $77,643-5.4% |
| Participation rate | 68.3% | 63.1%+5.2pp | 78.2%-9.9pp | 70.6%-2.3pp |
| Annual return | 12.44% | 34.80%-22.4pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $893 | $1,993-55.2% | $4,672-80.9% | $2,726-67.2% |
| Participant deferral / active EE | $7,138 | $2,822+153.0% | $5,626+26.9% | $4,647+53.6% |
| Admin fee / account holder | $349 | $437-20.0% | $15,912-97.8% | $430-18.8% |