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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $77,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $73,706 |
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 | $77,978 | $62,267+25.2% | $110,243-29.3% | $55,725+39.9% |
| Participation rate | 98.0% | 78.1%+19.9pp | 79.8%+18.2pp | 70.9%+27.1pp |
| Annual return | -5.27% | -1.07%-4.2pp | 314.76%-320.0pp | 244.93%-250.2pp |
| Employer contribution / active EE | $3,859 | $1,941+98.8% | $3,827+0.9% | $2,078+85.7% |
| Participant deferral / active EE | $6,713 | $3,516+90.9% | $4,672+43.7% | $3,356+100.1% |
| Admin fee / account holder | $193 | $121+59.9% | $8,548-97.7% | $115+67.9% |