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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,670 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $18,472 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,463 | $99,957-52.5% | $149,730-68.3% | $73,493-35.4% |
| Participation rate | 60.3% | 75.7%-15.4pp | 82.5%-22.2pp | 70.7%-10.4pp |
| Annual return | 16.64% | 53.87%-37.2pp | 276.70%-260.1pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,504 | $3,191-52.9% | $4,645-67.6% | $2,270-33.8% |
| Participant deferral / active EE | $5,605 | $6,073-7.7% | $6,843-18.1% | $3,740+49.9% |
| Admin fee / account holder | $319 | $551-42.1% | $9,310-96.6% | $513-37.8% |