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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,399 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $11,108 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,554 | $66,813-12.4% | $100,528-41.8% | $73,493-20.3% |
| Participation rate | 84.3% | 77.5%+6.9pp | 79.4%+4.9pp | 70.7%+13.7pp |
| Annual return | 17.59% | 25.70%-8.1pp | 30.90%-13.3pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,128 | $2,147-0.8% | $3,419-37.7% | $2,270-6.2% |
| Participant deferral / active EE | $3,262 | $5,883-44.6% | $6,271-48.0% | $3,740-12.8% |
| Admin fee / account holder | $201 | $512-60.8% | $8,084-97.5% | $513-60.8% |