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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $104,210 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $42,414 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,279 | $82,546-64.5% | $140,019-79.1% | $75,289-61.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -3.39% | -0.36%-3.0pp | 651.15%-654.5pp | -0.04%-3.4pp |
| Employer contribution / active EE | $2,145 | $3,856-44.4% | $5,605-61.7% | $2,405-10.8% |
| Participant deferral / active EE | $3,305 | $5,731-42.3% | $6,927-52.3% | $3,739-11.6% |
| Admin fee / account holder | $98 | $86+14.3% | $10,705-99.1% | $102-4.2% |