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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $31,180 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,058 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,507 | $71,523+15.4% | $98,461-16.2% | $71,511+15.4% |
| Participation rate | 85.2% | 72.7%+12.5pp | 75.2%+10.1pp | 67.9%+17.3pp |
| Annual return | 24.33% | 32.43%-8.1pp | 21.17%+3.2pp | 28.86%-4.5pp |
| Employer contribution / active EE | $5,415 | $2,399+125.7% | $3,049+77.6% | $2,589+109.1% |
| Participant deferral / active EE | $11,771 | $4,109+186.5% | $4,738+148.4% | $4,291+174.3% |
| Admin fee / account holder | $290 | $1,676-82.7% | $8,961-96.8% | $1,588-81.7% |