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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA IINVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $34,559 |
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $30,908 |
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 | $107,176 | $76,112+40.8% | $96,544+11.0% | $71,529+49.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 17.16% | 22.80%-5.6pp | 25.88%-8.7pp | 28.97%-11.8pp |
| Employer contribution / active EE | $3,934 | $2,248+75.0% | $2,966+32.6% | $2,590+51.9% |
| Participant deferral / active EE | $7,983 | $4,217+89.3% | $4,851+64.5% | $4,291+86.0% |
| Admin fee / account holder | $372 | $2,708-86.3% | $8,254-95.5% | $1,588-76.6% |