Filed March 20, 2026 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA GROUP INC DBA ALERA INVESTMEN Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $112,211 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,171 |
Filed as: PRIME PENSIONS NORTHWEST LLC Service code 49 1600 VALLEY RIVER DR · EUGENE, OR 97401 | Other Services | $54,661 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH Service code 10 260 COUNTRY CLUB ROAD · EUGENE, OR 97401 | Accounting | $41,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,487 | $129,227-35.4% | $184,256-54.7% | $77,762+7.4% |
| Participation rate | 99.3% | 87.4%+11.9pp | 86.8%+12.4pp | 70.6%+28.7pp |
| Annual return | 15.87% | 33.24%-17.4pp | 28.85%-13.0pp | 31.27%-15.4pp |
| Employer contribution / active EE | $6,733 | $4,412+52.6% | $6,427+4.8% | $2,728+146.8% |
| Participant deferral / active EE | $6,617 | $7,307-9.4% | $9,133-27.6% | $4,651+42.3% |
| Admin fee / account holder | $342 | $256+33.9% | $13,899-97.5% | $433-20.9% |