Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 99 · EIN 82-1301701 | Other Fees | $9,156 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,921 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,526 | $84,499-82.8% | $125,391-88.4% | $66,949-78.3% |
| Participation rate | 86.7% | 76.4%+10.3pp | 82.4%+4.3pp | 69.8%+16.9pp |
| Annual return | -17.36% | -8.49%-8.9pp | 572.41%-589.8pp | 1.57%-18.9pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,646 | $6,785-46.3% | $7,448-51.0% | $4,239-14.0% |
| Admin fee / account holder | $11 | $685-98.4% | $10,009-99.9% | $594-98.1% |