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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8800 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $24,162 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,035 |
Filed as: TAX SHELTERED COMPENSATION Service code 13 · EIN 41-0955056 | Contract Administrator | $8,160 |
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 | $30,359 | $104,497-70.9% | $159,487-81.0% | $79,389-61.8% |
| Participation rate | 87.8% | 76.6%+11.2pp | 82.8%+5.0pp | 70.7%+17.1pp |
| Annual return | 19.31% | 67.98%-48.7pp | 263.71%-244.4pp | 116.89%-97.6pp |
| Employer contribution / active EE | $1,931 | $3,418-43.5% | $4,831-60.0% | $2,428-20.4% |
| Participant deferral / active EE | $3,930 | $6,468-39.2% | $7,354-46.6% | $4,046-2.9% |
| Admin fee / account holder | $273 | $711-61.6% | $10,804-97.5% | $626-56.4% |