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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 17 · EIN 33-0785439 | Pension Consulting | $65,000 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $53,482 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,149 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $14,595 |
TIAA4 years Service code 50 · EIN 13-1624203 | Direct Payment | $400 |
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 | $76,452 | $105,179-27.3% | $64,110+19.2% | $80,187-4.7% |
| Participation rate | 93.2% | 73.5%+19.6pp | 72.3%+20.8pp | 72.9%+20.2pp |
| Annual return | 19.21% | 20.34%-1.1pp | 33.75%-14.5pp | 40.40%-21.2pp |
| Employer contribution / active EE | $4,518 | $3,311+36.5% | $2,751+64.2% | $2,980+51.6% |
| Participant deferral / active EE | $8,116 | $4,020+101.9% | $3,883+109.0% | $5,016+61.8% |
| Admin fee / account holder | $40 | $113-64.3% | $3,071-98.7% | $145-72.1% |