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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 | $79,089-46.5% | $100,392-57.9% | $74,459-43.2% |
| Participation rate | 83.5% | 79.4%+4.0pp | 81.5%+2.0pp | 67.2%+16.2pp |
| Annual return | 18.09% | 20.61%-2.5pp | 49.45%-31.4pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $2,463 | $3,015-18.3% | $3,941-37.5% | $2,626-6.2% |
| Participant deferral / active EE | $12,303 | $7,747+58.8% | $8,090+52.1% | $4,350+182.8% |
| Admin fee / account holder | $258 | $1,336-80.7% | $7,904-96.7% | $1,945-86.7% |