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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,140 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $91 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,269 | $78,607-97.1% | $105,624-97.9% | $74,478-97.0% |
| Participation rate | 74.4% | 72.8%+1.6pp | 75.3%-0.9pp | 67.2%+7.2pp |
| Annual return | 0.00% | 15.96%-16.0pp | 116.20%-116.2pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,694 | $4,325-60.8% | $5,013-66.2% | $4,350-61.1% |
| Admin fee / account holder | $15 | $2,220-99.3% | $10,961-99.9% | $1,946-99.2% |