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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $28,201 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 26 · EIN 33-0785439 1120 SANCTUARY PARKWAY · ALPHARETTA, GA 30009 | Advisory (Participants) | $18,922 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,943 | $65,364+8.5% | $92,909-23.6% | $72,975-2.8% |
| Participation rate | 79.2% | 68.3%+10.9pp | 76.0%+3.2pp | 69.5%+9.7pp |
| Annual return | 17.78% | 42.11%-24.3pp | 109.44%-91.7pp | 81.01%-63.2pp |
| Employer contribution / active EE | $264 | $2,594-89.8% | $3,653-92.8% | $2,440-89.2% |
| Participant deferral / active EE | $6,656 | $3,128+112.8% | $4,238+57.1% | $3,608+84.5% |
| Admin fee / account holder | $431 | $4,251-89.9% | $5,795-92.6% | $5,124-91.6% |