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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,320 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $6,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,024 | $65,960-68.1% | $81,882-74.3% | $77,762-73.0% |
| Participation rate | 38.9% | 65.8%-26.9pp | 72.4%-33.5pp | 70.6%-31.7pp |
| Annual return | 16.91% | 26.64%-9.7pp | 779.47%-762.6pp | 31.27%-14.4pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,071 | $3,505-69.4% | $4,323-75.2% | $4,651-77.0% |
| Admin fee / account holder | $152 | $526-71.1% | $7,360-97.9% | $433-64.8% |