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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $79,361 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,298 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,061 | $45,000-13.2% | $143,797-72.8% | $77,906-49.9% |
| Participation rate | 93.2% | 66.8%+26.4pp | 80.3%+12.9pp | 73.7%+19.5pp |
| Annual return | -17.74% | 29.03%-46.8pp | -0.04%-17.7pp | 12.16%-29.9pp |
| Employer contribution / active EE | $634 | $1,870-66.1% | $4,952-87.2% | $2,846-77.7% |
| Participant deferral / active EE | $4,717 | $3,157+49.4% | $5,638-16.3% | $4,805-1.8% |
| Admin fee / account holder | $106 | $98+8.0% | $14,679-99.3% | $133-19.8% |