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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 | $68,607-10.1% | $147,027-58.1% | $64,340-4.1% |
| Participation rate | 95.0% | 50.4%+44.6pp | 73.7%+21.3pp | 55.2%+39.8pp |
| Annual return | 10.39% | 13.75%-3.4pp | 20.23%-9.8pp | 24.14%-13.8pp |
| Employer contribution / active EE | $6,850 | $1,554+340.7% | $3,626+88.9% | $1,862+267.9% |
| Participant deferral / active EE | $3,632 | $2,402+51.2% | $4,933-26.4% | $2,980+21.9% |
| Admin fee / account holder | $237 | $3,287-92.8% | $12,223-98.1% | $3,703-93.6% |