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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $11,957 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,008 | $53,204-79.3% | $155,556-92.9% | $200,096-94.5% |
| Participation rate | 21.4% | 64.1%-42.7pp | 78.2%-56.8pp | 72.0%-50.6pp |
| Annual return | 19.92% | 41.02%-21.1pp | 64.84%-44.9pp | 34.26%-14.3pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $886 | $3,163-72.0% | $5,631-84.3% | $5,090-82.6% |
| Admin fee / account holder | $30 | $186-84.1% | $15,885-99.8% | $269-89.0% |