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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 99 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | $56,243 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $52,970 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $18,742 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,761 | $68,062-38.6% | $185,854-77.5% | $106,520-60.8% |
| Participation rate | 32.9% | 75.2%-42.3pp | 81.7%-48.8pp | 71.3%-38.4pp |
| Annual return | 139.30% | 18.20%+121.1pp | 122.12%+17.2pp | 19.28%+120.0pp |
| Employer contribution / active EE | $1 | $1,997-99.9% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $1,382 | $3,990-65.4% | $5,569-75.2% | $4,948-72.1% |
| Admin fee / account holder | $12 | $53-78.2% | $16,246-99.9% | $75-84.5% |