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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 | $106,110-22.3% | $147,005-43.9% | $77,671+6.2% |
| Participation rate | 99.4% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 34.98% | 56.77%-21.8pp | 418.76%-383.8pp | 31.21%+3.8pp |
| Employer contribution / active EE | $2,455 | $4,065-39.6% | $4,934-50.2% | $2,726-10.0% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $201 | $338-40.4% | $13,006-98.5% | $430-53.2% |