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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $88,840 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $82,110 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,394 | $93,010-29.7% | $96,538-32.3% | $74,473-12.2% |
| Participation rate | 55.1% | 71.6%-16.5pp | 74.3%-19.3pp | 70.7%-15.7pp |
| Annual return | 17.81% | 37.50%-19.7pp | 35.74%-17.9pp | 34.36%-16.5pp |
| Employer contribution / active EE | $1,683 | $3,427-50.9% | $3,740-55.0% | $2,638-36.2% |
| Participant deferral / active EE | $2,788 | $3,971-29.8% | $4,880-42.9% | $4,530-38.5% |
| Admin fee / account holder | $254 | $633-59.9% | $6,737-96.2% | $347-26.8% |