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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $54,060 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,748 |
TRIAD ADVISORS INC5 years Service code 49 · EIN 65-0173164 | Other Services | $22,904 |
HCJ CPAS & ADVISORS PLLC1 year Filed as: HCJ CPAS & ADVISORS, PLL Service code 10 · EIN 71-0650689 | Accounting | $11,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,462 | $39,973-33.8% | $79,576-66.7% | $77,906-66.0% |
| Participation rate | 89.8% | 64.6%+25.2pp | 69.5%+20.3pp | 73.7%+16.1pp |
| Annual return | -9.90% | 3.42%-13.3pp | 0.15%-10.1pp | 12.16%-22.1pp |
| Employer contribution / active EE | $859 | $1,088-21.0% | $2,413-64.4% | $2,846-69.8% |
| Participant deferral / active EE | $2,649 | $2,774-4.5% | $3,985-33.5% | $4,805-44.9% |
| Admin fee / account holder | $36 | $113-67.8% | $6,834-99.5% | $133-72.6% |