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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 | $45,343-48.7% | $150,298-84.5% | $67,986-65.8% |
| Participation rate | 89.2% | 51.9%+37.4pp | 77.8%+11.5pp | 57.2%+32.0pp |
| Annual return | 10.24% | 33.28%-23.0pp | 62.79%-52.5pp | 31.67%-21.4pp |
| Employer contribution / active EE | $2,268 | $1,462+55.1% | $4,154-45.4% | $2,019+12.3% |
| Participant deferral / active EE | $310 | $2,055-84.9% | $5,453-94.3% | $3,358-90.8% |
| Admin fee / account holder | $101 | $2,250-95.5% | $14,116-99.3% | $3,203-96.9% |