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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $25,032 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,651 |
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 | $42,311 | $79,169-46.6% | $100,415-57.9% | $74,478-43.2% |
| Participation rate | 83.5% | 79.4%+4.1pp | 81.5%+1.9pp | 67.2%+16.2pp |
| Annual return | 18.09% | 20.51%-2.4pp | 49.47%-31.4pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $2,463 | $3,017-18.4% | $3,943-37.5% | $2,626-6.2% |
| Participant deferral / active EE | $12,303 | $7,751+58.7% | $8,091+52.0% | $4,350+182.8% |
| Admin fee / account holder | $258 | $1,337-80.7% | $7,906-96.7% | $1,946-86.7% |