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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BELLWETHER ADVISORS, LLC Service code 26 · EIN 83-3629267 | Advisory (Participants) | $35,033 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,728 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $7,500 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,018 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,432 | $84,493+222.4% | $125,381+117.3% | $66,938+307.0% |
| Participation rate | 80.0% | 76.4%+3.6pp | 82.4%-2.4pp | 69.8%+10.2pp |
| Annual return | 4.98% | -8.49%+13.5pp | 572.31%-567.3pp | 1.58%+3.4pp |
| Employer contribution / active EE | $1,739 | $3,554-51.1% | $4,815-63.9% | $2,545-31.7% |
| Participant deferral / active EE | $6,849 | $6,783+1.0% | $7,448-8.0% | $4,238+61.6% |
| Admin fee / account holder | $572 | $685-16.4% | $10,007-94.3% | $594-3.6% |