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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Fees | $7,473 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $295 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,266 | $43,749-46.8% | $158,223-85.3% | $65,306-64.4% |
| Participation rate | 89.2% | 56.9%+32.3pp | 79.2%+10.0pp | 57.7%+31.5pp |
| Annual return | 10.24% | 19.41%-9.2pp | 52.09%-41.8pp | 21.94%-11.7pp |
| Employer contribution / active EE | $2,268 | $1,497+51.5% | $4,109-44.8% | $1,967+15.3% |
| Participant deferral / active EE | $310 | $2,019-84.7% | $5,467-94.3% | $2,959-89.5% |
| Admin fee / account holder | $101 | $1,930-94.8% | $16,047-99.4% | $3,480-97.1% |