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| Provider | Service type | Compensation |
|---|---|---|
FREESTATE ADVISORS LLC4 years Service code 27 4901 W 136TH ST · LEAWOOD, KS 66224 | Advisory (Plan) | $95,138 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 700 W 47TH ST STE 1100 · KANSAS CITY, MO 641122050 | Contract Administrator | $2,100 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,014 | $58,888+117.4% | $178,499-28.3% | $73,493+74.2% |
| Participation rate | 95.9% | 66.2%+29.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 18.69% | 24.86%-6.2pp | 151.10%-132.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $7,688 | $2,236+243.8% | $5,011+53.4% | $2,270+238.7% |
| Participant deferral / active EE | $6,302 | $2,568+145.4% | $5,202+21.2% | $3,740+68.5% |
| Admin fee / account holder | $367 | $400-8.3% | $13,986-97.4% | $513-28.4% |