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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: COASTAL CAPITAL GROUP INC. Service code 99 · EIN 47-3835496 | Other Fees | $21,917 |
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.
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 | $25,751 | $67,512-61.9% | $185,851-86.1% | $93,010-72.3% |
| Participation rate | 31.3% | 67.1%-35.9pp | 81.7%-50.4pp | 73.9%-42.6pp |
| Annual return | 26.62% | 21.04%+5.6pp | 122.11%-95.5pp | 158.70%-132.1pp |
| Employer contribution / active EE | $129 | $1,783-92.8% | $5,168-97.5% | $2,705-95.2% |
| Participant deferral / active EE | $976 | $3,035-67.9% | $5,569-82.5% | $4,561-78.6% |
| Admin fee / account holder | $62 | $318-80.4% | $16,245-99.6% | $152-58.9% |