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| Provider | Service type | Compensation |
|---|---|---|
EBS CAPSTONE FINANCIAL2+ years Service code 27 · EIN 46-4429475 | Advisory (Plan) | $33,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,867 |
AMERICAN FUNDS1 year Filed as: COASTAL CAPITAL GROUP INC Service code 27 · EIN 47-3835496 | Advisory (Plan) | $17,641 |
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 | $67,496 | $107,378-37.1% | $108,582-37.8% | $57,658+17.1% |
| Participation rate | 93.1% | 77.1%+16.0pp | 79.6%+13.5pp | 70.2%+22.9pp |
| Annual return | 8.39% | 12.80%-4.4pp | -51.70%+60.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $3,455 | $1,782+93.9% | $3,758-8.1% | $1,974+75.1% |
| Participant deferral / active EE | $6,356 | $3,221+97.4% | $4,311+47.4% | $3,061+107.7% |
| Admin fee / account holder | $113 | $108+4.1% | $7,645-98.5% | $95+19.5% |