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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,014 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $22,243 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,930 |
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 | $58,028 | $93,598-38.0% | $135,974-57.3% | $75,173-22.8% |
| Participation rate | 56.4% | 75.2%-18.8pp | 81.9%-25.6pp | 67.2%-10.8pp |
| Annual return | 16.89% | 30.89%-14.0pp | 68.30%-51.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,828 | $3,538-48.3% | $4,859-62.4% | $2,671-31.6% |
| Participant deferral / active EE | $6,830 | $6,405+6.6% | $7,760-12.0% | $4,126+65.5% |
| Admin fee / account holder | $381 | $6,978-94.5% | $10,767-96.5% | $5,651-93.3% |