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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785435 | Advisory (Plan) | $10,417 |
Service code 37 · EIN 04-2647786 | Loan Processing | $475 |
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 | $34,093 | $50,637-32.7% | $86,581-60.6% | $62,293-45.3% |
| Participation rate | 97.7% | 67.9%+29.8pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 23.08% | 20.80%+2.3pp | 965.06%-942.0pp | 28.90%-5.8pp |
| Employer contribution / active EE | $2,207 | $2,075+6.4% | $2,840-22.3% | $2,042+8.1% |
| Participant deferral / active EE | $7,065 | $2,611+170.6% | $3,609+95.8% | $3,169+122.9% |
| Admin fee / account holder | $59 | $413-85.7% | $4,904-98.8% | $479-87.7% |