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| Provider | Service type | Compensation |
|---|---|---|
FREESTATE ADVISORS LLC6 years Service code 27 4901 W 136TH ST · LEAWOOD, KS 66224 | Advisory (Plan) | $45,893 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $26,978 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,182 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,311 | $47,898-38.8% | $117,533-75.1% | $64,819-54.8% |
| Participation rate | 87.0% | 61.9%+25.1pp | 70.6%+16.4pp | 71.5%+15.5pp |
| Annual return | -16.67% | -15.54%-1.1pp | 29.77%-46.4pp | 32.84%-49.5pp |
| Employer contribution / active EE | $788 | $1,774-55.6% | $4,179-81.1% | $2,507-68.6% |
| Participant deferral / active EE | $2,035 | $3,151-35.4% | $4,072-50.0% | $4,311-52.8% |
| Admin fee / account holder | $110 | $132-16.5% | $5,647-98.1% | $188-41.4% |