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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) | $19,035 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,657 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,858 | $61,356-67.6% | $149,696-86.7% | $71,511-72.2% |
| Participation rate | 96.3% | 62.5%+33.7pp | 78.8%+17.5pp | 67.9%+28.3pp |
| Annual return | 18.38% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $1,903 | $2,382-20.1% | $4,821-60.5% | $2,589-26.5% |
| Participant deferral / active EE | $2,478 | $2,920-15.1% | $5,682-56.4% | $4,291-42.3% |
| Admin fee / account holder | $78 | $1,263-93.8% | $13,212-99.4% | $1,588-95.1% |