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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 17 · EIN 33-0785439 | Pension Consulting | $37,500 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,025 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $16,694 |
TIAA2 years Service code 50 · EIN 13-1624203 | Direct Payment | $325 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,967 | $120,057-28.4% | $75,728+13.5% | $93,010-7.6% |
| Participation rate | 93.8% | 77.3%+16.5pp | 74.8%+19.0pp | 73.9%+19.9pp |
| Annual return | 15.77% | 19.62%-3.8pp | 104.66%-88.9pp | 158.70%-142.9pp |
| Employer contribution / active EE | $5,604 | $3,253+72.3% | $2,743+104.3% | $2,705+107.2% |
| Participant deferral / active EE | $8,632 | $4,089+111.1% | $3,820+126.0% | $4,561+89.3% |
| Admin fee / account holder | $6 | $81-92.1% | $3,620-99.8% | $152-95.8% |