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| 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 | $54,690-57.2% | $76,030-69.2% | $74,478-68.6% |
| Participation rate | 97.9% | 60.3%+37.5pp | 69.1%+28.8pp | 67.2%+30.6pp |
| Annual return | 15.72% | 31.92%-16.2pp | 361.54%-345.8pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $2,043 | $1,781+14.7% | $2,688-24.0% | $2,626-22.2% |
| Participant deferral / active EE | $2,759 | $3,070-10.1% | $4,257-35.2% | $4,350-36.6% |
| Admin fee / account holder | $105 | $2,240-95.3% | $6,421-98.4% | $1,946-94.6% |