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 | $106,110-63.1% | $147,005-73.4% | $77,671-49.6% |
| Participation rate | 86.0% | 78.4%+7.6pp | 82.2%+3.8pp | 70.6%+15.4pp |
| Annual return | 19.15% | 56.77%-37.6pp | 418.76%-399.6pp | 31.21%-12.1pp |
| Employer contribution / active EE | $740 | $4,065-81.8% | $4,934-85.0% | $2,726-72.9% |
| Participant deferral / active EE | $7,308 | $7,992-8.6% | $8,070-9.4% | $4,648+57.2% |
| Admin fee / account holder | $145 | $338-57.0% | $13,006-98.9% | $430-66.3% |