Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 27 THREE PARKWAY NORTH, STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $25,056 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,537 |
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 | $23,413 | $54,674-57.2% | $76,089-69.2% | $74,429-68.5% |
| Participation rate | 97.9% | 60.3%+37.5pp | 69.1%+28.8pp | 67.2%+30.6pp |
| Annual return | 15.72% | 31.89%-16.2pp | 360.94%-345.2pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $2,043 | $1,781+14.7% | $2,690-24.0% | $2,625-22.1% |
| Participant deferral / active EE | $2,759 | $3,071-10.2% | $4,259-35.2% | $4,348-36.5% |
| Admin fee / account holder | $105 | $2,238-95.3% | $6,418-98.4% | $1,944-94.6% |