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| Provider | Service type | Compensation |
|---|---|---|
FREESTATE ADVISORS LLC4 years Service code 27 · EIN 39-1099262 | Advisory (Plan) | $25,438 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 96-6817943 | Recordkeeping Fees | $3,800 |
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 | $71,374 | $66,124+7.9% | $90,430-21.1% | $73,493-2.9% |
| Participation rate | 99.4% | 69.7%+29.7pp | 72.7%+26.7pp | 70.7%+28.7pp |
| Annual return | 16.34% | 17.65%-1.3pp | 1293.73%-1277.4pp | 28.51%-12.2pp |
| Employer contribution / active EE | $3,543 | $2,346+51.0% | $3,262+8.6% | $2,270+56.1% |
| Participant deferral / active EE | $3,406 | $3,039+12.1% | $3,963-14.1% | $3,740-8.9% |
| Admin fee / account holder | $128 | $396-67.8% | $5,613-97.7% | $513-75.1% |