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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 | $125,190+64.4% | $105,624+94.9% | $145,897+41.1% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 16.19% | 225.22%-209.0pp | 116.20%-100.0pp | 552.29%-536.1pp |
| Employer contribution / active EE | $354,465 | $3,720+9427.9% | $3,168+11090.2% | $4,663+7502.3% |
| Participant deferral / active EE | $785,667 | $5,716+13645.5% | $5,013+15573.8% | $6,689+11645.2% |
| Admin fee / account holder | $983 | $17,138-94.3% | $10,961-91.0% | $13,390-92.7% |