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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 | $86,795-44.1% | $67,681-28.4% | $64,728-25.1% |
| Participation rate | 83.6% | 71.7%+11.9pp | 73.7%+9.9pp | 57.9%+25.7pp |
| Annual return | 9.98% | 12.58%-2.6pp | 590.58%-580.6pp | 49.38%-39.4pp |
| Employer contribution / active EE | $0 | $2,837-100.0% | $2,678-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $0 | $3,430-100.0% | $3,976-100.0% | $2,729-100.0% |
| Admin fee / account holder | $14 | $238-94.3% | $6,100-99.8% | $1,145-98.8% |