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| Provider | Service type | Compensation |
|---|---|---|
ARETE WEALTH ADVISORS LLC8 years Service code 27 · EIN 26-1314502 1101 W LAKE ST · CHICAGO, IA 60607 | Advisory (Plan) | $55,112 |
Filed as: TRANSITION FINANCIAL STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $35,523 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,481 | $106,264-22.4% | $147,117-43.9% | $77,762+6.1% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 34.98% | 56.94%-22.0pp | 420.54%-385.6pp | 31.27%+3.7pp |
| Employer contribution / active EE | $2,455 | $4,074-39.7% | $4,932-50.2% | $2,728-10.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $201 | $334-39.8% | $12,993-98.4% | $433-53.5% |