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| Provider | Service type | Compensation |
|---|---|---|
FREESTATE ADVISORS LLC2 years Service code 27 · EIN 39-1099262 | Advisory (Plan) | $22,302 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 96-6817943 | Recordkeeping Fees | $3,738 |
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 | $46,341 | $44,873+3.3% | $79,476-41.7% | $56,287-17.7% |
| Participation rate | 96.0% | 68.7%+27.3pp | 73.3%+22.7pp | 69.9%+26.2pp |
| Annual return | -4.13% | 0.81%-4.9pp | 718.21%-722.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,024 | $2,140+41.3% | $2,800+8.0% | $2,111+43.2% |
| Participant deferral / active EE | $2,737 | $2,746-0.3% | $3,704-26.1% | $3,350-18.3% |
| Admin fee / account holder | $115 | $418-72.6% | $5,113-97.8% | $521-78.0% |