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| Provider | Service type | Compensation |
|---|---|---|
FREEDOM WEALTH ADVISORS5 years Service code 26 · EIN 27-2520998 | Advisory (Participants) | $21,380 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,331 | $65,582-20.2% | $64,101-18.4% | $71,511-26.8% |
| Participation rate | 63.3% | 73.2%-9.9pp | 72.3%-9.0pp | 67.9%-4.6pp |
| Annual return | 10.98% | 18.96%-8.0pp | 33.72%-22.7pp | 28.86%-17.9pp |
| Employer contribution / active EE | $928 | $2,671-65.3% | $2,749-66.3% | $2,589-64.2% |
| Participant deferral / active EE | $2,989 | $3,628-17.6% | $3,881-23.0% | $4,291-30.3% |
| Admin fee / account holder | $191 | $616-69.1% | $3,070-93.8% | $1,588-88.0% |