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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $25,991 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,767 |
CARPENTER MORSE GROUP1 year Service code 13 2170 W. STATE ROAD 434 · LONGWOOD, FL 32779 | Contract Administrator | $3,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,613 | $129,227-78.6% | $184,256-85.0% | $77,762-64.5% |
| Participation rate | 41.3% | 87.4%-46.1pp | 86.8%-45.6pp | 70.6%-29.3pp |
| Annual return | 48.47% | 33.24%+15.2pp | 28.85%+19.6pp | 31.27%+17.2pp |
| Employer contribution / active EE | $647 | $4,412-85.3% | $6,427-89.9% | $2,728-76.3% |
| Participant deferral / active EE | $1,814 | $7,307-75.2% | $9,133-80.1% | $4,651-61.0% |
| Admin fee / account holder | $119 | $256-53.5% | $13,899-99.1% | $433-72.5% |