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| Provider | Service type | Compensation |
|---|---|---|
FREESTATE ADVISORS LLC6 years Service code 27 4901 W 136TH ST · LEAWOOD, KS 66224 | Advisory (Plan) | $44,014 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 700 W 47TH ST STE 1100 · KANSAS CITY, MO 641122050 | Contract Administrator | $10,855 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,025 |
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 | $121,783 | $65,092+87.1% | $143,799-15.3% | $66,938+81.9% |
| Participation rate | 97.8% | 65.2%+32.6pp | 80.3%+17.5pp | 69.8%+28.0pp |
| Annual return | -16.29% | -11.14%-5.2pp | -0.04%-16.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $7,984 | $2,362+238.1% | $4,952+61.2% | $2,545+213.7% |
| Participant deferral / active EE | $7,942 | $2,920+172.0% | $5,638+40.9% | $4,238+87.4% |
| Admin fee / account holder | $199 | $502-60.4% | $14,677-98.6% | $594-66.5% |