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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 | $41,016-43.3% | $152,093-84.7% | $64,097-63.7% |
| Participation rate | 89.2% | 51.3%+37.9pp | 77.8%+11.4pp | 55.2%+34.0pp |
| Annual return | 10.24% | 39.60%-29.4pp | 66.36%-56.1pp | 34.64%-24.4pp |
| Employer contribution / active EE | $2,268 | $1,342+69.0% | $4,175-45.7% | $1,891+19.9% |
| Participant deferral / active EE | $310 | $1,927-83.9% | $5,451-94.3% | $3,080-89.9% |
| Admin fee / account holder | $101 | $2,305-95.6% | $14,497-99.3% | $3,454-97.1% |