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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 | $51,207+33.3% | $70,565-3.3% | $71,529-4.6% |
| Participation rate | 97.3% | 59.4%+37.9pp | 68.4%+28.9pp | 67.9%+29.3pp |
| Annual return | 14.75% | 42.71%-28.0pp | 32.79%-18.0pp | 28.97%-14.2pp |
| Employer contribution / active EE | $4,491 | $1,795+150.2% | $2,976+50.9% | $2,590+73.4% |
| Participant deferral / active EE | $4,029 | $3,033+32.9% | $4,568-11.8% | $4,291-6.1% |
| Admin fee / account holder | $314 | $2,002-84.3% | $6,430-95.1% | $1,588-80.2% |