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| Provider | Service type | Compensation |
|---|---|---|
FREESTATE ADVISORS LLC8 years Service code 27 4901 W 136TH ST · LEAWOOD, KS 66224 | Advisory (Plan) | $110,340 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 700 W 47TH ST STE 1100 · KANSAS CITY, MO 641122050 | Contract Administrator | $8,016 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $825 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,911 | $50,860+220.3% | $155,574+4.7% | $77,714+109.6% |
| Participation rate | 98.1% | 63.1%+35.0pp | 78.2%+19.9pp | 70.6%+27.5pp |
| Annual return | 16.31% | 34.86%-18.6pp | 64.87%-48.6pp | 31.26%-14.9pp |
| Employer contribution / active EE | $8,877 | $1,991+345.9% | $4,676+89.9% | $2,727+225.6% |
| Participant deferral / active EE | $8,557 | $2,825+202.9% | $5,629+52.0% | $4,649+84.1% |
| Admin fee / account holder | $377 | $436-13.6% | $15,914-97.6% | $433-12.9% |