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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 26 · EIN 82-1301707 3 PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Participants) | $4,412 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $4,113 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $341 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,763 | $37,446-15.2% | $77,552-59.0% | $79,856-60.2% |
| Participation rate | 58.5% | 41.5%+16.9pp | 54.2%+4.3pp | 69.6%-11.2pp |
| Annual return | 12.40% | 39.76%-27.4pp | 54.82%-42.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,059 | $1,261-16.0% | $1,861-43.1% | $3,741-71.7% |
| Admin fee / account holder | $175 | $2,506-93.0% | $2,859-93.9% | $5,306-96.7% |