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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,996 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $22,959 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,237 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,938 | $84,493-42.1% | $125,381-61.0% | $66,938-26.9% |
| Participation rate | 56.4% | 76.4%-20.0pp | 82.4%-25.9pp | 69.8%-13.4pp |
| Annual return | -17.07% | -8.49%-8.6pp | 572.31%-589.4pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,092 | $3,554-69.3% | $4,815-77.3% | $2,545-57.1% |
| Participant deferral / active EE | $5,074 | $6,783-25.2% | $7,448-31.9% | $4,238+19.7% |
| Admin fee / account holder | $355 | $685-48.1% | $10,007-96.4% | $594-40.1% |