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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 27 · EIN 81-4473358 3 PARKWAY NORTH, SUITE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $21,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,473 | $89,054-48.9% | $102,457-55.6% | $77,692-41.5% |
| Participation rate | 46.1% | 80.9%-34.8pp | 76.5%-30.4pp | 70.6%-24.5pp |
| Annual return | 12.99% | 25.02%-12.0pp | 29.41%-16.4pp | 31.25%-18.3pp |
| Employer contribution / active EE | $576 | $2,698-78.7% | $3,022-81.0% | $2,726-78.9% |
| Participant deferral / active EE | $2,684 | $5,146-47.8% | $5,054-46.9% | $4,648-42.3% |
| Admin fee / account holder | $29 | $236-87.7% | $9,451-99.7% | $431-93.3% |