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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 850 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | $11,523 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,868 | $79,779-52.5% | $153,741-75.4% | $74,478-49.2% |
| Participation rate | 69.3% | 69.9%-0.6pp | 77.1%-7.8pp | 67.2%+2.1pp |
| Annual return | 13.22% | 15.08%-1.9pp | 15.71%-2.5pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,471 | $4,026-63.5% | $5,042-70.8% | $2,626-44.0% |
| Participant deferral / active EE | $3,135 | $5,329-41.2% | $6,757-53.6% | $4,350-27.9% |
| Admin fee / account holder | $101 | $1,761-94.2% | $12,749-99.2% | $1,946-94.8% |