Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT CONSULTING Service code 16 · EIN 33-0785439 | Consulting | $101,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,232 |
WRINKLE,GARDNER & COMPANY, P.C.5+ years Filed as: WRINKLE GARDNER AND CO Service code 10 · EIN 76-0361151 | Accounting | $16,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,268 | $2,687,218-97.5% | $165,071-59.9% | $199,960-66.9% |
| Participation rate | 38.5% | 78.3%-39.7pp | 78.6%-40.1pp | 72.0%-33.5pp |
| Annual return | 17.36% | 17.94%-0.6pp | 70.17%-52.8pp | 34.28%-16.9pp |
| Employer contribution / active EE | $1,025 | $2,958-65.3% | $4,347-76.4% | $3,036-66.2% |
| Participant deferral / active EE | $3,134 | $5,002-37.3% | $6,035-48.1% | $5,087-38.4% |
| Admin fee / account holder | $220 | $1,988-88.9% | $12,695-98.3% | $269-18.4% |