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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $198,590 |
Service code 16 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $47,633 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,640 | $52,722-49.5% | $90,430-70.5% | $73,412-63.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 14.68% | 20.70%-6.0pp | 1293.73%-1279.0pp | 59.30%-44.6pp |
| Employer contribution / active EE | $4,615 | $1,872+146.6% | $3,262+41.5% | $2,234+106.6% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,963-100.0% | $3,806-100.0% |
| Admin fee / account holder | $119 | $117+1.6% | $5,613-97.9% | $158-24.8% |