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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $80,512 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 99 · EIN 33-0785439 | Other Fees | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,595 | $92,090-71.1% | $106,201-75.0% | $77,671-65.8% |
| Participation rate | 50.6% | 81.0%-30.5pp | 75.3%-24.7pp | 70.6%-20.0pp |
| Annual return | 13.50% | 17.89%-4.4pp | 116.26%-102.8pp | 31.21%-17.7pp |
| Employer contribution / active EE | $1,361 | $3,368-59.6% | $3,170-57.1% | $2,726-50.1% |
| Participant deferral / active EE | $2,199 | $5,386-59.2% | $5,012-56.1% | $4,648-52.7% |
| Admin fee / account holder | $301 | $219+37.5% | $11,039-97.3% | $430-30.0% |