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| Provider | Service type | Compensation |
|---|---|---|
FREESTATE ADVISORS LLC8 years Service code 27 · EIN 39-1099262 | Advisory (Plan) | $36,547 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 96-6817943 | Recordkeeping Fees | $2,794 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,065 | $60,393+75.6% | $81,820+29.6% | $74,429+42.5% |
| Participation rate | 99.1% | 62.9%+36.2pp | 72.4%+26.7pp | 67.2%+31.9pp |
| Annual return | 13.73% | 16.89%-3.2pp | 777.93%-764.2pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $4,716 | $2,626+79.6% | $2,915+61.8% | $2,625+79.7% |
| Participant deferral / active EE | $6,094 | $3,397+79.4% | $4,323+41.0% | $4,348+40.1% |
| Admin fee / account holder | $229 | $1,491-84.6% | $7,391-96.9% | $1,944-88.2% |