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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 22-3723955 | Advisory (Plan) | $34,085 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,490 | $73,102+6.0% | $123,552-37.3% | $56,287+37.7% |
| Participation rate | 58.4% | 74.3%-15.9pp | 82.3%-23.8pp | 69.9%-11.4pp |
| Annual return | -4.45% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $12 | $2,977-99.6% | $4,628-99.7% | $2,111-99.4% |
| Participant deferral / active EE | $4,484 | $5,423-17.3% | $6,426-30.2% | $3,350+33.9% |
| Admin fee / account holder | $18 | $554-96.8% | $9,285-99.8% | $521-96.6% |