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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 99 · EIN 81-4473358 | Other Fees | $109,009 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,970 |
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 | $93,308 | $78,607+18.7% | $105,624-11.7% | $74,478+25.3% |
| Participation rate | 85.8% | 72.8%+13.0pp | 75.3%+10.6pp | 67.2%+18.6pp |
| Annual return | 9.26% | 15.96%-6.7pp | 116.20%-106.9pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,218 | $4,325-48.7% | $5,013-55.8% | $4,350-49.0% |
| Admin fee / account holder | $213 | $2,220-90.4% | $10,961-98.1% | $1,946-89.0% |