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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 99 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | $74,990 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $14,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,736 | $53,684-57.6% | $170,435-86.7% | $80,976-71.9% |
| Participation rate | 19.1% | 69.2%-50.0pp | 83.6%-64.5pp | 68.3%-49.1pp |
| Annual return | 23.03% | 25.97%-2.9pp | 205.94%-182.9pp | 22.91%+0.1pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $855 | $3,017-71.7% | $4,939-82.7% | $3,848-77.8% |
| Admin fee / account holder | $31 | $46-33.5% | $13,881-99.8% | $67-54.3% |