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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,567 |
AMERICAN FUNDS4 years Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $12,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,258 | $71,142+25.5% | $119,609-25.4% | $64,808+37.7% |
| Participation rate | 52.8% | 78.6%-25.8pp | 79.3%-26.5pp | 71.5%-18.7pp |
| Annual return | -10.94% | -10.01%-0.9pp | -14.97%+4.0pp | 32.82%-43.8pp |
| Employer contribution / active EE | $598 | $2,497-76.1% | $4,232-85.9% | $2,506-76.1% |
| Participant deferral / active EE | $3,439 | $4,490-23.4% | $5,602-38.6% | $4,310-20.2% |
| Admin fee / account holder | $176 | $162+8.9% | $10,323-98.3% | $188-6.0% |