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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8800 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $35,156 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,012 |
TSC 401K1 year Service code 13 · EIN 41-0955056 | Contract Administrator | $9,855 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,148 | $101,672-58.5% | $147,117-71.4% | $74,478-43.4% |
| Participation rate | 93.3% | 75.5%+17.7pp | 82.2%+11.1pp | 67.2%+26.1pp |
| Annual return | 17.54% | 8757.83%-8740.3pp | 420.54%-403.0pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $1,990 | $3,813-47.8% | $4,932-59.7% | $2,626-24.2% |
| Participant deferral / active EE | $4,223 | $7,305-42.2% | $8,065-47.6% | $4,350-2.9% |
| Admin fee / account holder | $386 | $1,753-78.0% | $12,993-97.0% | $1,946-80.2% |