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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT CONSULTING Service code 49 · EIN 33-0785439 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,944 | $39,286-51.8% | $80,741-76.5% | $79,393-76.1% |
| Participation rate | 21.3% | 41.0%-19.7pp | 54.2%-32.9pp | 70.7%-49.4pp |
| Annual return | 15.97% | 98.95%-83.0pp | 87.30%-71.3pp | 116.87%-100.9pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $976 | $1,264-22.8% | $2,145-54.5% | $4,046-75.9% |
| Admin fee / account holder | $98 | $647-84.8% | $3,380-97.1% | $627-84.3% |