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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $95,559 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 22-3723955 | Advisory (Plan) | $32,268 |
Service code 10 · EIN 68-0300457 | Accounting | $11,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,563 | $407,990-94.7% | $121,220-82.2% | $75,289-71.4% |
| Participation rate | 61.1% | 59.5%+1.6pp | 71.8%-10.6pp | 72.4%-11.3pp |
| Annual return | -4.82% | 2.93%-7.8pp | 16.94%-21.8pp | -0.04%-4.8pp |
| Employer contribution / active EE | $420 | $1,846-77.2% | $4,023-89.6% | $2,405-82.5% |
| Participant deferral / active EE | $1,681 | $2,201-23.6% | $3,345-49.8% | $3,739-55.0% |
| Admin fee / account holder | $248 | $455-45.6% | $5,021-95.1% | $102+142.0% |