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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,452 | $101,539-41.4% | $147,041-59.6% | $74,400-20.1% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.7pp | 67.2%+21.6pp |
| Annual return | 23.82% | 8740.84%-8717.0pp | 419.21%-395.4pp | 1367.51%-1343.7pp |
| Employer contribution / active EE | $5,345 | $3,811+40.2% | $4,935+8.3% | $2,624+103.6% |
| Participant deferral / active EE | $11,237 | $7,304+53.8% | $8,071+39.2% | $4,348+158.4% |
| Admin fee / account holder | $164 | $1,749-90.6% | $13,006-98.7% | $1,944-91.6% |