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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 | $71,615-13.9% | $153,416-59.8% | $65,306-5.6% |
| Participation rate | 95.0% | 49.3%+45.7pp | 74.3%+20.7pp | 57.7%+37.3pp |
| Annual return | 10.39% | 12.62%-2.2pp | 17.84%-7.5pp | 21.94%-11.6pp |
| Employer contribution / active EE | $6,850 | $1,488+360.4% | $3,764+82.0% | $1,967+248.2% |
| Participant deferral / active EE | $3,632 | $2,236+62.5% | $4,723-23.1% | $2,959+22.7% |
| Admin fee / account holder | $237 | $3,498-93.2% | $13,095-98.2% | $3,480-93.2% |