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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 |
15 funds of $250K or more; 21 lines in all, holding $17.4M of the plan's $17.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $10.7M | 61.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 16.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $621K | 3.6% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $568K | 3.3% |
| ClearBridge Large Cap Growth Fund Franklin Templeton · Mutual fund | $435K | 2.5% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $385K | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $346K | 2.0% |
| AB Small Cap Growth Portfolio AllianceBernstein · Mutual fund | $269K | 1.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $244K | 1.4% |
| Allspring Special Small Cap Value Fund Allspring · Mutual fund | $205K | 1.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.