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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 |
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 | $77,094-20.0% | $173,703-64.5% | $69,733-11.6% |
| Participation rate | 95.0% | 55.7%+39.3pp | 75.9%+19.1pp | 62.5%+32.5pp |
| Annual return | 10.39% | 11.44%-1.1pp | 17.46%-7.1pp | 15.22%-4.8pp |
| Employer contribution / active EE | $6,850 | $1,704+302.0% | $4,288+59.8% | $2,250+204.4% |
| Participant deferral / active EE | $3,632 | $2,355+54.2% | $4,854-25.2% | $3,054+18.9% |
| Admin fee / account holder | $237 | $2,291-89.7% | $15,562-98.5% | $3,102-92.4% |