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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 303 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $29,323 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,676 | $64,890-5.0% | $134,172-54.0% | $67,986-9.3% |
| Participation rate | 95.0% | 48.5%+46.5pp | 72.5%+22.5pp | 57.2%+37.8pp |
| Annual return | 10.39% | 16.12%-5.7pp | 25.30%-14.9pp | 31.67%-21.3pp |
| Employer contribution / active EE | $6,850 | $1,360+403.7% | $3,420+100.3% | $2,019+239.3% |
| Participant deferral / active EE | $3,632 | $2,289+58.7% | $4,690-22.6% | $3,358+8.2% |
| Admin fee / account holder | $237 | $3,140-92.5% | $12,016-98.0% | $3,203-92.6% |