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| Provider | Service type | Compensation |
|---|---|---|
ARETE WEALTH ADVISORS LLC2 years Filed as: ARETE WEALTH ADVISORS, LLC Service code 27 1101 WEST LAKE STREET · CHICAGO, IL 60607 | Advisory (Plan) | $12,093 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $6,090 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,776 | $65,223-75.8% | $80,022-80.3% | $55,725-71.7% |
| Participation rate | 74.8% | 80.6%-5.7pp | 75.8%-1.0pp | 70.9%+4.0pp |
| Annual return | -3.53% | 7.59%-11.1pp | 11.22%-14.7pp | 244.93%-248.5pp |
| Employer contribution / active EE | $293 | $2,544-88.5% | $2,468-88.1% | $2,078-85.9% |
| Participant deferral / active EE | $1,560 | $3,881-59.8% | $3,686-57.7% | $3,356-53.5% |
| Admin fee / account holder | $80 | $114-29.8% | $6,521-98.8% | $115-30.4% |