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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $35,234 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,880 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,581 | $59,191+36.1% | $76,767+5.0% | $56,289+43.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.81% | 6.62%-11.4pp | 2.43%-7.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $4,134 | $1,759+135.0% | $2,485+66.3% | $2,111+95.8% |
| Participant deferral / active EE | $5,734 | $3,255+76.2% | $3,852+48.9% | $3,350+71.2% |
| Admin fee / account holder | $32 | $489-93.4% | $6,675-99.5% | $521-93.8% |