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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $49,668 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,401 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $14,125 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,071 |
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 | $51,625 | $82,188-37.2% | $125,391-58.8% | $64,824-20.4% |
| Participation rate | 96.5% | 77.9%+18.6pp | 82.4%+14.1pp | 71.5%+25.0pp |
| Annual return | -13.57% | 3.50%-17.1pp | 572.41%-586.0pp | 32.84%-46.4pp |
| Employer contribution / active EE | $2,220 | $3,617-38.6% | $4,816-53.9% | $2,507-11.4% |
| Participant deferral / active EE | $6,592 | $7,177-8.1% | $7,448-11.5% | $4,311+52.9% |
| Admin fee / account holder | $137 | $163-16.0% | $10,009-98.6% | $188-27.0% |