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| Provider | Service type | Compensation |
|---|---|---|
ARETE WEALTH ADVISORS LLC7 years Service code 27 · EIN 26-1314502 1101 W LAKE ST · CHICAGO, IA 60607 | Advisory (Plan) | $47,497 |
Filed as: TRANSITION FINANCIAL STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $42,087 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,902 | $95,417-30.9% | $135,974-51.5% | $74,460-11.5% |
| Participation rate | 99.7% | 78.2%+21.5pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | 21.06% | 32.76%-11.7pp | 68.30%-47.2pp | 34.38%-13.3pp |
| Employer contribution / active EE | $3,524 | $3,878-9.1% | $4,859-27.5% | $2,638+33.6% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $215 | $266-19.3% | $10,767-98.0% | $348-38.2% |