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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $24,420 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,755 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 | Contract Administrator | $2,859 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 | Contract Administrator | $2,716 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,961 | $64,705-15.1% | $62,929-12.7% | $67,986-19.2% |
| Participation rate | 85.2% | 65.6%+19.6pp | 73.1%+12.1pp | 57.2%+28.0pp |
| Annual return | 11.07% | 20.31%-9.2pp | 1063.93%-1052.9pp | 31.67%-20.6pp |
| Employer contribution / active EE | $4,213 | $2,376+77.3% | $2,505+68.2% | $2,019+108.7% |
| Participant deferral / active EE | $4,681 | $3,198+46.4% | $3,888+20.4% | $3,358+39.4% |
| Admin fee / account holder | $284 | $1,428-80.1% | $5,065-94.4% | $3,203-91.1% |