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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $2,031 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,037 | $37,196-81.1% | $154,114-95.4% | $55,725-87.4% |
| Participation rate | 17.8% | 64.1%-46.3pp | 83.0%-65.3pp | 70.9%-53.1pp |
| Annual return | 0.01% | 1319.68%-1319.7pp | 735.16%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $846 | $2,068-59.1% | $5,081-83.3% | $3,356-74.8% |
| Admin fee / account holder | $19 | $102-80.9% | $13,411-99.9% | $115-83.2% |