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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8800 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $42,558 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,215 |
TSC 401K2 years Service code 13 · EIN 41-0955056 | Contract Administrator | $3,509 |
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 | $47,184 | $88,360-46.6% | $145,433-67.6% | $67,986-30.6% |
| Participation rate | 93.2% | 65.5%+27.8pp | 82.1%+11.1pp | 57.2%+36.0pp |
| Annual return | 17.14% | 63.15%-46.0pp | 66.58%-49.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $2,119 | $3,054-30.6% | $4,554-53.5% | $2,019+5.0% |
| Participant deferral / active EE | $4,947 | $5,932-16.6% | $7,897-37.4% | $3,358+47.3% |
| Admin fee / account holder | $382 | $3,313-88.5% | $13,129-97.1% | $3,203-88.1% |