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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8800 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $11,974 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,542 |
Filed as: TAX SHELTERED COMPENSATION Service code 13 · EIN 41-0955056 | Contract Administrator | $7,486 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,325 | $99,957-78.7% | $149,745-85.8% | $73,497-71.0% |
| Participation rate | 86.7% | 75.7%+11.0pp | 82.5%+4.2pp | 70.7%+16.0pp |
| Annual return | 21.72% | 53.87%-32.1pp | 276.72%-255.0pp | 28.51%-6.8pp |
| Employer contribution / active EE | $1,678 | $3,191-47.4% | $4,646-63.9% | $2,270-26.1% |
| Participant deferral / active EE | $3,482 | $6,073-42.7% | $6,843-49.1% | $3,740-6.9% |
| Admin fee / account holder | $192 | $551-65.2% | $9,312-97.9% | $513-62.6% |