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| Provider | Service type | Compensation |
|---|---|---|
ALERA INVESTMENT ADVISORS, LLC4+ years Filed as: ALERA GROUP INVESTMENT ADVISORS LLC Service code 27 3 PARKWAY · DEERFIELD, IL 60015 | Advisory (Plan) | $22,139 |
11 funds of $250K or more; 16 lines in all, holding $10.0M of the plan's $10.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $8.3M | 82.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $636K | 6.4% |
| Fidelity Advisor Equity Growth Fund Class I Fidelity (FMR) · Mutual fund | $342K | 3.4% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $245K | 2.4% |
| American Balanced Fund Class R-5E Capital Group · Mutual fund | $243K | 2.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $62K | 0.6% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund Index | $36K | 0.4% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $32K | 0.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $31K | 0.3% |
| December 31, 2025 Capital Group · Mutual fund | $29K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.