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| Provider | Service type | Compensation |
|---|---|---|
FREEDOM WEALTH ADVISORS6 years Service code 26 · EIN 27-2520998 | Advisory (Participants) | $23,180 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,674 | $69,774-13.0% | $67,561-10.2% | $74,429-18.5% |
| Participation rate | 66.1% | 71.4%-5.2pp | 72.9%-6.8pp | 67.2%-1.1pp |
| Annual return | 19.53% | -40.53%+60.1pp | 3525.44%-3505.9pp | 1368.38%-1348.9pp |
| Employer contribution / active EE | $1,027 | $2,710-62.1% | $2,735-62.4% | $2,625-60.9% |
| Participant deferral / active EE | $2,589 | $3,636-28.8% | $4,003-35.3% | $4,348-40.5% |
| Admin fee / account holder | $221 | $890-75.2% | $4,006-94.5% | $1,944-88.6% |