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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $49,155 |
CORRIGAN KRAUSE1 year Filed as: CORRIGAN KRAUSE HARRISON LONG HARSA Service code 10 2055 CROCKER RD STE 300 · WESTLAKE, OH 44145 | Accounting | $16,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,858 | $55,402+33.3% | $76,089-2.9% | $77,714-5.0% |
| Participation rate | 96.0% | 63.6%+32.5pp | 69.1%+27.0pp | 70.6%+25.5pp |
| Annual return | 16.67% | 17.09%-0.4pp | 360.94%-344.3pp | 31.26%-14.6pp |
| Employer contribution / active EE | $2,399 | $1,789+34.1% | $2,690-10.8% | $2,727-12.0% |
| Participant deferral / active EE | $4,179 | $3,450+21.1% | $4,259-1.9% | $4,649-10.1% |
| Admin fee / account holder | $272 | $410-33.7% | $6,418-95.8% | $433-37.3% |