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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | $53,827 |
CORRIGAN KRAUSE1 year Filed as: CORRIGAN KRAUSE HARRISON HARSAR CPA Service code 10 · EIN 37-1574855 191 AMERICA BLVD., SUITE 201 · WESTLAKE, OH 44145 | Accounting | $16,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,240 | $51,045+33.7% | $70,525-3.2% | $71,476-4.5% |
| Participation rate | 97.3% | 59.4%+37.9pp | 68.4%+28.9pp | 67.9%+29.3pp |
| Annual return | 14.75% | 42.63%-27.9pp | 32.76%-18.0pp | 28.85%-14.1pp |
| Employer contribution / active EE | $4,491 | $1,790+150.8% | $2,974+51.0% | $2,589+73.5% |
| Participant deferral / active EE | $4,029 | $3,026+33.1% | $4,567-11.8% | $4,290-6.1% |
| Admin fee / account holder | $314 | $1,994-84.2% | $6,413-95.1% | $1,587-80.2% |