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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $42,122 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $6,500 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,793 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,253 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,725 | $100,801-15.0% | $149,745-42.8% | $73,412+16.8% |
| Participation rate | 97.7% | 77.7%+20.0pp | 82.5%+15.2pp | 72.2%+25.5pp |
| Annual return | 12.36% | 265.34%-253.0pp | 276.72%-264.4pp | 59.30%-46.9pp |
| Employer contribution / active EE | $1,712 | $3,312-48.3% | $4,646-63.1% | $2,234-23.4% |
| Participant deferral / active EE | $7,785 | $6,404+21.6% | $6,843+13.8% | $3,806+104.5% |
| Admin fee / account holder | $132 | $181-26.9% | $9,312-98.6% | $158-16.3% |