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| Provider | Service type | Compensation |
|---|---|---|
FREESTATE ADVISORS LLC1 year Service code 27 · EIN 39-1099262 | Advisory (Plan) | $19,287 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 96-6817943 | Recordkeeping Fees | $3,863 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,705 | $50,637-1.8% | $86,582-42.6% | $62,293-20.2% |
| Participation rate | 97.7% | 67.9%+29.8pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 18.44% | 20.80%-2.4pp | 965.08%-946.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $3,000 | $2,075+44.6% | $2,839+5.7% | $2,042+46.9% |
| Participant deferral / active EE | $2,341 | $2,611-10.3% | $3,609-35.1% | $3,169-26.1% |
| Admin fee / account holder | $113 | $413-72.7% | $4,904-97.7% | $479-76.4% |