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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $101,855 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $95,247 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,238 | $62,688+109.4% | $178,528-26.5% | $77,714+68.9% |
| Participation rate | 93.6% | 66.9%+26.7pp | 77.1%+16.5pp | 70.6%+23.1pp |
| Annual return | 15.00% | 16.16%-1.2pp | 27.11%-12.1pp | 31.26%-16.3pp |
| Employer contribution / active EE | $3,425 | $1,912+79.2% | $3,950-13.3% | $2,727+25.6% |
| Participant deferral / active EE | $7,798 | $4,224+84.6% | $6,278+24.2% | $4,649+67.7% |
| Admin fee / account holder | $253 | $386-34.4% | $10,419-97.6% | $433-41.6% |