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| Provider | Service type | Compensation |
|---|---|---|
COASTAL PENSION SERVICES5 years Service code 13 723 LEE DEFOREST DRIVE, SUITE 102 · COLUMBIA, MD 210463202 | Contract Administrator | $14,975 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $12,397 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRV, CA 92618 | Recordkeeping Fees | $7,848 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,273 | $91,439-72.4% | $135,974-81.4% | $71,511-64.7% |
| Participation rate | 51.0% | 75.7%-24.7pp | 81.9%-31.0pp | 67.9%-17.0pp |
| Annual return | 12.50% | 29.90%-17.4pp | 68.30%-55.8pp | 28.86%-16.4pp |
| Employer contribution / active EE | $601 | $3,705-83.8% | $4,859-87.6% | $2,589-76.8% |
| Participant deferral / active EE | $3,442 | $7,093-51.5% | $7,760-55.6% | $4,291-19.8% |
| Admin fee / account holder | $246 | $1,267-80.6% | $10,767-97.7% | $1,588-84.5% |