Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $33,151 |
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $30,709 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,279 | $84,940+34.5% | $111,306+2.7% | $79,389+43.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 12.14% | 17.45%-5.3pp | 54.67%-42.5pp | 116.89%-104.7pp |
| Employer contribution / active EE | $4,475 | $1,979+126.1% | $2,732+63.8% | $2,428+84.3% |
| Participant deferral / active EE | $7,249 | $3,889+86.4% | $4,488+61.5% | $4,046+79.2% |
| Admin fee / account holder | $391 | $537-27.2% | $7,966-95.1% | $626-37.6% |