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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $43,610 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,070 | $107,218-16.9% | $115,768-23.1% | $79,634+11.8% |
| Participation rate | 63.3% | 76.8%-13.5pp | 74.4%-11.1pp | 62.5%+0.8pp |
| Annual return | 19.53% | 15.41%+4.1pp | 100.46%-80.9pp | 36.46%-16.9pp |
| Employer contribution / active EE | $2,320 | $3,627-36.0% | $2,940-21.1% | $2,529-8.3% |
| Participant deferral / active EE | $4,725 | $5,091-7.2% | $4,917-3.9% | $3,835+23.2% |
| Admin fee / account holder | $143 | $576-75.1% | $12,439-98.8% | $1,002-85.7% |