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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Direct paym... | $173,314 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 16 · EIN 33-0785439 | Consulting | $78,420 |
WIPFLI LLP1+ years Service code 10 · EIN 39-0758449 | Accounting | $10,500 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,510 | $86,791-43.0% | $115,038-57.0% | $59,188-16.4% |
| Participation rate | 49.5% | 72.8%-23.4pp | 81.4%-31.9pp | 69.4%-19.9pp |
| Annual return | 1.30% | 4.44%-3.1pp | 26.14%-24.8pp | 5.51%-4.2pp |
| Employer contribution / active EE | $1,166 | $2,950-60.5% | $4,608-74.7% | $2,098-44.4% |
| Participant deferral / active EE | $2,746 | $5,298-48.2% | $6,026-54.4% | $3,265-15.9% |
| Admin fee / account holder | $394 | $95+315.4% | $8,175-95.2% | $92+327.6% |