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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $10,961 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,792 | $54,690+5.7% | $76,030-24.0% | $74,478-22.4% |
| Participation rate | 39.1% | 60.3%-21.2pp | 69.1%-30.0pp | 67.2%-28.1pp |
| Annual return | 10.90% | 31.92%-21.0pp | 361.54%-350.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,444 | $3,070-20.4% | $4,257-42.6% | $4,350-43.8% |
| Admin fee / account holder | $237 | $2,240-89.4% | $6,421-96.3% | $1,946-87.8% |