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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,300 |
Filed as: ALERA INVESTMENT ADVISORS, INC. Service code 27 · EIN 82-1301701 | Advisory (Plan) | $0 |
AURORA PRIVATE WEALTH INC2 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $0 |
FEDERATION PENSION BUREAU2 years Filed as: FEDERATION PENSION BUREAU, INC. Service code 49 · EIN 13-1787163 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,282 | $50,860-42.4% | $155,574-81.2% | $77,714-62.3% |
| Participation rate | 90.5% | 63.1%+27.3pp | 78.2%+12.3pp | 70.6%+19.9pp |
| Annual return | 13.82% | 34.86%-21.0pp | 64.87%-51.0pp | 31.26%-17.4pp |
| Employer contribution / active EE | $1,168 | $1,991-41.3% | $4,676-75.0% | $2,727-57.2% |
| Participant deferral / active EE | $3,274 | $2,825+15.9% | $5,629-41.8% | $4,649-29.6% |
| Admin fee / account holder | $79 | $436-81.8% | $15,914-99.5% | $433-81.7% |