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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INVESTMENT ADV. Service code 27 6720-B ROCKLEDGE DR · BETHESDA, MD 20817 | Advisory (Plan) | $47,935 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,621 |
COASTAL PENSION SERVICES8 years Service code 13 | Contract Administrator | $10,000 |
COASTAL PENSION SERVICES8 years Filed as: COASTAL PENSION SERVICES, INC Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, ME 21046 | Contract Administrator | $2,215 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,579 | $102,385+75.4% | $147,080+22.1% | $80,935+121.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.53% | 135.09%-115.6pp | 420.17%-400.6pp | 35.66%-16.1pp |
| Employer contribution / active EE | $16,774 | $3,717+351.3% | $4,933+240.0% | $2,757+508.5% |
| Participant deferral / active EE | $12,792 | $6,651+92.3% | $8,066+58.6% | $4,299+197.5% |
| Admin fee / account holder | $642 | $7,951-91.9% | $12,989-95.1% | $6,924-90.7% |