Filed September 30, 2022
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
AURORA PRIVATE WEALTH INC2 years Service code 27 · EIN 47-4814591 | Advisory (Plan) | $62,114 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,738 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $13,338 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,165 | $106,264-63.1% | $147,117-73.4% | $77,762-49.6% |
| Participation rate | 86.0% | 78.4%+7.5pp | 82.2%+3.8pp | 70.6%+15.4pp |
| Annual return | 19.15% | 56.94%-37.8pp | 420.54%-401.4pp | 31.27%-12.1pp |
| Employer contribution / active EE | $740 | $4,074-81.8% | $4,932-85.0% | $2,728-72.9% |
| Participant deferral / active EE | $7,308 | $8,003-8.7% | $8,065-9.4% | $4,651+57.1% |
| Admin fee / account holder | $145 | $334-56.6% | $12,993-98.9% | $433-66.5% |