Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $20,807 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,100 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 | Contract Administrator | $2,303 |
DEFINITI LLC1 year Service code 13 · EIN 85-0833363 | Contract Administrator | $2,055 |
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 | $50,446 | $69,774-27.7% | $67,575-25.3% | $74,459-32.3% |
| Participation rate | 83.9% | 71.4%+12.5pp | 72.9%+11.0pp | 67.2%+16.7pp |
| Annual return | 10.20% | -40.53%+50.7pp | 3528.98%-3518.8pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $3,681 | $2,710+35.8% | $2,736+34.6% | $2,626+40.2% |
| Participant deferral / active EE | $3,688 | $3,636+1.4% | $4,003-7.9% | $4,350-15.2% |
| Admin fee / account holder | $246 | $890-72.3% | $3,993-93.8% | $1,945-87.3% |