Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILON PARKWAY TREASURY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $14,861 |
EGPS3 years Service code 13 10375 CENTURION PARKWAY N SUITE 110 · JACKSONVILLE, FL 322560603 | Contract Administrator | $7,184 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $979 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,144 | $79,223-58.2% | $102,460-67.7% | $74,478-55.5% |
| Participation rate | 59.7% | 74.8%-15.0pp | 76.5%-16.8pp | 67.2%-7.5pp |
| Annual return | 14.75% | 54.98%-40.2pp | 29.47%-14.7pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $665 | $2,363-71.8% | $3,025-78.0% | $2,626-74.7% |
| Participant deferral / active EE | $2,047 | $4,417-53.6% | $5,056-59.5% | $4,350-52.9% |
| Admin fee / account holder | $89 | $2,003-95.6% | $9,460-99.1% | $1,946-95.4% |