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: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $38,742 |
Filed as: ALERA IINVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $31,333 |
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 | $97,484 | $65,437+49.0% | $86,698+12.4% | $66,949+45.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -14.36% | -10.91%-3.4pp | 35.96%-50.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $4,989 | $2,154+131.6% | $2,837+75.9% | $2,545+96.0% |
| Participant deferral / active EE | $8,547 | $4,102+108.4% | $4,656+83.6% | $4,239+101.6% |
| Admin fee / account holder | $409 | $642-36.2% | $7,492-94.5% | $594-31.0% |