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| Provider | Service type | Compensation |
|---|---|---|
FREESTATE ADVISORS LLC2 years Service code 27 4901 W 136TH ST · LEAWOOD, KS 66224 | Advisory (Plan) | $74,181 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 700 W 47TH ST STE 1100 · KANSAS CITY, MO 641122050 | Contract Administrator | $13,395 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,676 |
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 | $91,502 | $47,977+90.7% | $154,111-40.6% | $56,287+62.6% |
| Participation rate | 97.3% | 66.2%+31.2pp | 83.0%+14.3pp | 69.9%+27.5pp |
| Annual return | -3.68% | 3.54%-7.2pp | 735.18%-738.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $7,076 | $2,169+226.3% | $5,298+33.6% | $2,111+235.2% |
| Participant deferral / active EE | $5,979 | $2,392+150.0% | $5,081+17.7% | $3,350+78.5% |
| Admin fee / account holder | $390 | $438-11.1% | $13,411-97.1% | $521-25.2% |