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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,516 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,273 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,936 | $91,439+14.8% | $135,974-22.8% | $71,511+46.7% |
| Participation rate | 90.5% | 75.7%+14.9pp | 81.9%+8.6pp | 67.9%+22.6pp |
| Annual return | 18.71% | 29.90%-11.2pp | 68.30%-49.6pp | 28.86%-10.1pp |
| Employer contribution / active EE | $576 | $3,705-84.5% | $4,859-88.1% | $2,589-77.8% |
| Participant deferral / active EE | $13,505 | $7,093+90.4% | $7,760+74.0% | $4,291+214.7% |
| Admin fee / account holder | $348 | $1,267-72.5% | $10,767-96.8% | $1,588-78.1% |