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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $43,924 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,198 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,817 | $126,519+62.7% | $106,201+93.8% | $145,959+41.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 16.19% | 225.10%-208.9pp | 116.26%-100.1pp | 561.95%-545.8pp |
| Employer contribution / active EE | $354,465 | $3,726+9414.1% | $3,170+11083.1% | $4,661+7505.3% |
| Participant deferral / active EE | $785,667 | $5,716+13646.0% | $5,012+15575.2% | $6,689+11646.5% |
| Admin fee / account holder | $983 | $17,312-94.3% | $11,039-91.1% | $13,398-92.7% |