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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: ALLIANT RETIREMENT SERVICE Service code 16 · EIN 33-0785439 | Consulting | $27,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,177 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,485 | $92,071-47.3% | $63,803-24.0% | $71,012-31.7% |
| Participation rate | 83.6% | 73.7%+9.9pp | 72.7%+10.9pp | 58.6%+25.0pp |
| Annual return | 9.98% | 13.14%-3.2pp | 543.72%-533.7pp | 37.67%-27.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,532-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $0 | $3,765-100.0% | $3,843-100.0% | $3,246-100.0% |
| Admin fee / account holder | $14 | $227-94.0% | $5,196-99.7% | $1,167-98.8% |