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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: COASTAL CAPITAL GROUP INC. Service code 99 · EIN 47-3835496 | Other Fees | $29,817 |
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 | $22,923 | $45,000-49.1% | $143,797-84.1% | $77,906-70.6% |
| Participation rate | 34.2% | 66.8%-32.6pp | 80.3%-46.1pp | 73.7%-39.5pp |
| Annual return | -15.15% | 29.03%-44.2pp | -0.04%-15.1pp | 12.16%-27.3pp |
| Employer contribution / active EE | $306 | $1,870-83.6% | $4,952-93.8% | $2,846-89.3% |
| Participant deferral / active EE | $1,224 | $3,157-61.2% | $5,638-78.3% | $4,805-74.5% |
| Admin fee / account holder | $190 | $98+93.4% | $14,679-98.7% | $133+43.6% |