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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) | $32,814 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,399 |
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 | $75,974 | $80,360-5.5% | $90,161-15.7% | $77,958-2.5% |
| Participation rate | 93.0% | 81.9%+11.0pp | 76.9%+16.1pp | 71.6%+21.3pp |
| Annual return | 21.38% | 24.56%-3.2pp | 34.89%-13.5pp | 20.87%+0.5pp |
| Employer contribution / active EE | $1,984 | $2,326-14.7% | $3,318-40.2% | $2,310-14.1% |
| Participant deferral / active EE | $5,896 | $5,829+1.1% | $5,287+11.5% | $3,537+66.7% |
| Admin fee / account holder | $18 | $64-72.5% | $5,943-99.7% | $97-82.0% |