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| Provider | Service type | Compensation |
|---|---|---|
ARETE WEALTH ADVISORS LLC6 years Service code 27 · EIN 26-1314502 1101 W LAKE ST · CHICAGO, IA 60607 | Advisory (Plan) | $44,573 |
Filed as: TRANSITION FINANCIAL STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $24,258 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,238 | $82,188-29.1% | $125,391-53.6% | $64,824-10.2% |
| Participation rate | 99.3% | 77.9%+21.4pp | 82.4%+17.0pp | 71.5%+27.9pp |
| Annual return | 6.70% | 3.50%+3.2pp | 572.41%-565.7pp | 32.84%-26.1pp |
| Employer contribution / active EE | $3,675 | $3,617+1.6% | $4,816-23.7% | $2,507+46.6% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $183 | $163+11.8% | $10,009-98.2% | $188-2.8% |