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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $192,016 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 16 · EIN 33-0785439 | Consulting | $87,870 |
WIPFLI LLP2+ years Service code 10 · EIN 39-0758449 | Accounting | $10,750 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 12 · EIN 04-3523567 | Participant loan processing; Recordke... | $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).
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 | $55,199 | $85,635-35.5% | $123,894-55.4% | $63,975-13.7% |
| Participation rate | 53.5% | 74.9%-21.4pp | 81.4%-27.9pp | 71.1%-17.6pp |
| Annual return | 9.54% | 15.74%-6.2pp | 47.52%-38.0pp | 48.65%-39.1pp |
| Employer contribution / active EE | $1,317 | $3,076-57.2% | $4,617-71.5% | $2,182-39.7% |
| Participant deferral / active EE | $3,113 | $5,667-45.1% | $5,984-48.0% | $3,356-7.3% |
| Admin fee / account holder | $417 | $75+456.7% | $8,357-95.0% | $70+492.1% |