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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $38,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,146 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,068 | $89,067-1.1% | $102,423-14.0% | $77,714+13.3% |
| Participation rate | 85.6% | 80.9%+4.6pp | 76.5%+9.1pp | 70.6%+15.0pp |
| Annual return | 17.69% | 25.01%-7.3pp | 29.42%-11.7pp | 31.26%-13.6pp |
| Employer contribution / active EE | $2,819 | $2,699+4.4% | $3,023-6.7% | $2,727+3.4% |
| Participant deferral / active EE | $5,224 | $5,147+1.5% | $5,054+3.4% | $4,649+12.4% |
| Admin fee / account holder | $306 | $236+29.9% | $9,455-96.8% | $433-29.3% |