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| Provider | Service type | Compensation |
|---|---|---|
FREESTATE ADVISORS LLC9 years Service code 27 · EIN 39-1099262 | Advisory (Plan) | $39,294 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 96-6817943 | Recordkeeping Fees | $2,256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,768 | $47,105+167.0% | $68,368+84.0% | $67,986+85.0% |
| Participation rate | 97.5% | 51.8%+45.7pp | 73.8%+23.7pp | 57.2%+40.3pp |
| Annual return | 17.93% | 48.37%-30.4pp | 292.57%-274.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $4,784 | $1,859+157.4% | $2,649+80.6% | $2,019+137.0% |
| Participant deferral / active EE | $5,700 | $2,374+140.1% | $4,123+38.3% | $3,358+69.7% |
| Admin fee / account holder | $238 | $2,435-90.2% | $5,150-95.4% | $3,203-92.6% |