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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 | $78,483+18.9% | $106,201-12.1% | $74,546+25.2% |
| Participation rate | 85.8% | 72.8%+13.0pp | 75.3%+10.6pp | 67.2%+18.6pp |
| Annual return | 9.26% | 15.94%-6.7pp | 116.26%-107.0pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,218 | $4,320-48.7% | $5,012-55.8% | $4,347-49.0% |
| Admin fee / account holder | $213 | $2,236-90.5% | $11,039-98.1% | $1,944-89.0% |