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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $6,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $969 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,752 | $66,813-68.9% | $100,535-79.4% | $73,497-71.8% |
| Participation rate | 87.1% | 77.5%+9.6pp | 79.4%+7.7pp | 70.7%+16.4pp |
| Annual return | 34.94% | 25.70%+9.2pp | 30.90%+4.0pp | 28.51%+6.4pp |
| Employer contribution / active EE | $281 | $2,147-86.9% | $3,419-91.8% | $2,270-87.6% |
| Participant deferral / active EE | $3,762 | $5,883-36.0% | $6,271-40.0% | $3,740+0.6% |
| Admin fee / account holder | $64 | $512-87.6% | $8,085-99.2% | $513-87.6% |