Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8800 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $26,305 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,005 |
Filed as: TAX SHELTERED COMPENSATION Service code 13 · EIN 41-0955056 | Contract Administrator | $3,725 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,140 | $84,499-66.7% | $125,391-77.6% | $66,949-58.0% |
| Participation rate | 90.5% | 76.4%+14.1pp | 82.4%+8.1pp | 69.8%+20.7pp |
| Annual return | -18.92% | -8.49%-10.4pp | 572.41%-591.3pp | 1.57%-20.5pp |
| Employer contribution / active EE | $1,951 | $3,554-45.1% | $4,816-59.5% | $2,545-23.4% |
| Participant deferral / active EE | $4,106 | $6,785-39.5% | $7,448-44.9% | $4,239-3.1% |
| Admin fee / account holder | $293 | $685-57.3% | $10,009-97.1% | $594-50.7% |