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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Plan) | $40,065 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $37,393 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,489 | $106,264-42.1% | $147,117-58.2% | $77,762-20.9% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 15.61% | 56.94%-41.3pp | 420.54%-404.9pp | 31.27%-15.7pp |
| Employer contribution / active EE | $3,658 | $4,074-10.2% | $4,932-25.8% | $2,728+34.1% |
| Participant deferral / active EE | $6,470 | $8,003-19.2% | $8,065-19.8% | $4,651+39.1% |
| Admin fee / account holder | $219 | $334-34.4% | $12,993-98.3% | $433-49.3% |