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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP ADVISORS, INC. Service code 27 3030 N ROCKY POINT DR WEST · TAMPA, FL 33607 | Advisory (Plan) | $70,268 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,035 |
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 | $65,715 | $70,106-6.3% | $80,977-18.8% | $63,975+2.7% |
| Participation rate | 93.4% | 79.4%+14.0pp | 75.8%+17.5pp | 71.1%+22.2pp |
| Annual return | 8.33% | 13.93%-5.6pp | 17.11%-8.8pp | 48.65%-40.3pp |
| Employer contribution / active EE | $2,022 | $2,042-1.0% | $3,715-45.6% | $2,182-7.3% |
| Participant deferral / active EE | $5,846 | $5,245+11.5% | $5,696+2.6% | $3,356+74.2% |
| Admin fee / account holder | $36 | $57-37.2% | $5,517-99.4% | $70-49.1% |