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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 16 · EIN 33-0785439 | Consulting | $50,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,610 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 01-3335336 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
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 | $97,682 | $155,795-37.3% | $136,298-28.3% | $69,631+40.3% |
| Participation rate | 93.8% | 75.2%+18.5pp | 81.9%+11.8pp | 70.7%+23.1pp |
| Annual return | 19.97% | 232464.33%-232444.4pp | 5156.27%-5136.3pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $3,778 | $2,991+26.3% | $4,696-19.5% | $2,032+85.9% |
| Participant deferral / active EE | $9,032 | $5,394+67.4% | $6,247+44.6% | $3,224+180.2% |
| Admin fee / account holder | $14 | $128-88.7% | $9,244-99.8% | $110-86.9% |