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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $27,192 |
ASCENSUS LLC4 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 10 800 WEST COMMERCE ROAD · NEW ORLEANS, LA 70123 | Accounting | $5,508 |
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $1,172 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,409 | $101,591-22.8% | $147,096-46.7% | $74,429+5.3% |
| Participation rate | 75.5% | 75.5%-0.1pp | 82.2%-6.7pp | 67.2%+8.3pp |
| Annual return | 18.33% | 8746.45%-8728.1pp | 419.75%-401.4pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $2,370 | $3,813-37.8% | $4,936-52.0% | $2,625-9.7% |
| Participant deferral / active EE | $7,730 | $7,302+5.9% | $8,071-4.2% | $4,348+77.8% |
| Admin fee / account holder | $200 | $1,750-88.6% | $13,005-98.5% | $1,944-89.7% |