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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,983 | $30,107-43.6% | $61,452-72.4% | $64,819-73.8% |
| Participation rate | 24.5% | 36.4%-11.9pp | 52.6%-28.1pp | 71.5%-47.0pp |
| Annual return | -17.47% | -13.99%-3.5pp | 338.96%-356.4pp | 32.84%-50.3pp |
| Employer contribution / active EE | $818 | $537+52.4% | $1,160-29.5% | $2,507-67.4% |
| Participant deferral / active EE | $1,678 | $1,126+49.1% | $2,125-21.0% | $4,311-61.1% |
| Admin fee / account holder | $66 | $148-55.7% | $2,131-96.9% | $188-65.0% |