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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 | $54,558-57.1% | $76,051-69.2% | $74,400-68.5% |
| Participation rate | 97.9% | 60.3%+37.5pp | 69.1%+28.8pp | 67.2%+30.6pp |
| Annual return | 15.72% | 31.83%-16.1pp | 360.42%-344.7pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $2,043 | $1,778+14.9% | $2,690-24.0% | $2,624-22.1% |
| Participant deferral / active EE | $2,759 | $3,065-10.0% | $4,257-35.2% | $4,348-36.5% |
| Admin fee / account holder | $105 | $2,232-95.3% | $6,416-98.4% | $1,944-94.6% |