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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 | $78,562+18.8% | $105,608-11.6% | $74,429+25.4% |
| Participation rate | 85.8% | 72.8%+13.1pp | 75.3%+10.6pp | 67.2%+18.6pp |
| Annual return | 9.26% | 15.94%-6.7pp | 116.50%-107.2pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,218 | $4,321-48.7% | $5,010-55.7% | $4,348-49.0% |
| Admin fee / account holder | $213 | $2,217-90.4% | $11,028-98.1% | $1,944-89.0% |