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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 16 · EIN 33-0785439 | Consulting | $41,667 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,770 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,199 | $80,177+18.7% | $123,894-23.2% | $57,658+65.1% |
| Participation rate | 91.5% | 74.4%+17.1pp | 81.4%+10.1pp | 70.2%+21.3pp |
| Annual return | 44.67% | 17.90%+26.8pp | 47.52%-2.8pp | 5.13%+39.5pp |
| Employer contribution / active EE | $4,316 | $2,913+48.2% | $4,617-6.5% | $1,974+118.7% |
| Participant deferral / active EE | $9,306 | $5,130+81.4% | $5,984+55.5% | $3,061+204.1% |
| Admin fee / account holder | $63 | $106-41.0% | $8,357-99.2% | $95-33.7% |