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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 · EIN 27-0212300 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,122 | $59,054-50.7% | $97,260-70.1% | $77,736-62.5% |
| Participation rate | 85.2% | 67.9%+17.3pp | 72.7%+12.5pp | 70.6%+14.6pp |
| Annual return | 16.04% | 16.96%-0.9pp | 75.54%-59.5pp | 31.26%-15.2pp |
| Employer contribution / active EE | $2,002 | $1,742+14.9% | $2,721-26.4% | $2,728-26.6% |
| Participant deferral / active EE | $4,592 | $3,930+16.9% | $4,262+7.8% | $4,651-1.3% |
| Admin fee / account holder | $27 | $346-92.1% | $5,640-99.5% | $433-93.7% |