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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $81,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,571 |
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 | $42,759 | $50,150-14.7% | $149,723-71.4% | $80,169-46.7% |
| Participation rate | 92.6% | 64.3%+28.3pp | 78.8%+13.8pp | 72.9%+19.7pp |
| Annual return | 36.47% | 29.80%+6.7pp | 134.50%-98.0pp | 40.39%-3.9pp |
| Employer contribution / active EE | $547 | $1,868-70.7% | $4,821-88.6% | $2,978-81.6% |
| Participant deferral / active EE | $4,605 | $3,195+44.2% | $5,682-19.0% | $5,016-8.2% |
| Admin fee / account holder | $86 | $153-44.0% | $13,215-99.4% | $145-41.0% |