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| Provider | Service type | Compensation |
|---|---|---|
FREESTATE ADVISORS LLC1 year Service code 27 4901 W 136TH ST · LEAWOOD, KS 66224 | Advisory (Plan) | $52,869 |
SII INVESTMENTS INC1 year Filed as: SII INVESTEMENTS Service code 27 5555 W GRANDE MARKET DR · APPLETON, WI 54913 | Advisory (Plan) | $33,272 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 700 W 47TH ST STE 1100 · KANSAS CITY, MO 641122050 | Contract Administrator | $15,269 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $725 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,022 | $55,453+75.0% | $170,435-43.1% | $62,293+55.8% |
| Participation rate | 96.0% | 66.4%+29.6pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 18.93% | 21.38%-2.5pp | 205.94%-187.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $6,710 | $2,164+210.1% | $5,432+23.5% | $2,042+228.6% |
| Participant deferral / active EE | $5,790 | $2,303+151.5% | $4,939+17.2% | $3,169+82.7% |
| Admin fee / account holder | $485 | $455+6.7% | $13,881-96.5% | $479+1.2% |