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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: COASTAL CAPITAL GROUP Service code 16 · EIN 47-3835496 | Consulting | $38,000 |
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $26,673 |
CARON & BLETZER, PLLC1 year Filed as: CARON BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $20,300 |
THE WAGNER LAW GROUP6 years Service code 29 · EIN 04-3323315 | Legal | $6,715 |
TIAA6 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,326 | $120,057+57.7% | $75,728+150.0% | $93,010+103.6% |
| Participation rate | 67.7% | 77.3%-9.6pp | 74.8%-7.2pp | 73.9%-6.2pp |
| Annual return | 14.47% | 19.62%-5.1pp | 104.66%-90.2pp | 158.70%-144.2pp |
| Employer contribution / active EE | $2,131 | $3,253-34.5% | $2,743-22.3% | $2,705-21.2% |
| Participant deferral / active EE | $5,447 | $4,089+33.2% | $3,820+42.6% | $4,561+19.4% |
| Admin fee / account holder | $50 | $81-38.0% | $3,620-98.6% | $152-66.7% |