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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 15 · EIN 82-1301701 | Recordkeeping | $30,821 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,225 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,452 | $101,672-41.5% | $147,117-59.6% | $74,478-20.2% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.6pp | 67.2%+21.6pp |
| Annual return | 23.82% | 8757.83%-8734.0pp | 420.54%-396.7pp | 1370.56%-1346.7pp |
| Employer contribution / active EE | $5,345 | $3,813+40.2% | $4,932+8.4% | $2,626+103.5% |
| Participant deferral / active EE | $11,237 | $7,305+53.8% | $8,065+39.3% | $4,350+158.3% |
| Admin fee / account holder | $164 | $1,753-90.7% | $12,993-98.7% | $1,946-91.6% |