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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 26 · EIN 82-1301707 200 DRYDEN ROAD · DRESHER, PA 19025 | Advisory (Participants) | $17,940 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,131 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,677 | $58,292-57.7% | $86,640-71.5% | $71,511-65.5% |
| Participation rate | 76.2% | 65.0%+11.2pp | 71.7%+4.5pp | 67.9%+8.3pp |
| Annual return | 25.68% | 21.63%+4.0pp | 592.52%-566.8pp | 28.86%-3.2pp |
| Employer contribution / active EE | $3,812 | $2,574+48.1% | $3,024+26.0% | $2,589+47.2% |
| Participant deferral / active EE | $4,521 | $3,438+31.5% | $4,438+1.9% | $4,291+5.4% |
| Admin fee / account holder | $218 | $1,057-79.4% | $5,616-96.1% | $1,588-86.3% |