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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,775 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,078 | $65,960+29.0% | $81,844+4.0% | $77,736+9.4% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.4%+25.9pp | 70.6%+27.7pp |
| Annual return | 18.11% | 26.64%-8.5pp | 778.87%-760.8pp | 31.26%-13.1pp |
| Employer contribution / active EE | $3,990 | $2,375+68.0% | $2,916+36.8% | $2,728+46.3% |
| Participant deferral / active EE | $10,437 | $3,505+197.8% | $4,323+141.4% | $4,651+124.4% |
| Admin fee / account holder | $99 | $526-81.1% | $7,355-98.7% | $433-77.1% |