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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 26 · EIN 82-1301707 THREE PARWAY NORTH, SUITE 500 · DEERFIELD, IL 60015 | Advisory (Participants) | $34,586 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,997 |
6 funds of $250K or more; 26 lines in all, holding $8.6M of the plan's $9.0M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Lifestyle Moderate Manager not matched · Separate account | $2.1M | 24.6% |
| Lifestyle Balanced Manager not matched · Separate account | $2.0M | 23.6% |
| Lifestyle Growth Manager not matched · Separate account | $1.7M | 20.2% |
| Lifestyle Aggressive Manager not matched · Separate account | $885K | 10.3% |
| Lifestyle Conservative Manager not matched · Separate account | $502K | 5.8% |
| American Funds 2020 Capital Group · Separate account | $293K | 3.4% |
| American Funds 2045 Capital Group · Separate account | $155K | 1.8% |
| American Funds 2015 Capital Group · Separate account | $147K | 1.7% |
| American Funds 2055 Capital Group · Separate account | $140K | 1.6% |
| American Funds 2035 Capital Group · Separate account | $123K | 1.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.