Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $120,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $94,789 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,495 | $78,419+11.6% | $133,959-34.7% | $73,412+19.2% |
| Participation rate | 95.7% | 78.6%+17.1pp | 79.8%+15.8pp | 72.2%+23.5pp |
| Annual return | 20.91% | 33.35%-12.4pp | 45.09%-24.2pp | 59.30%-38.4pp |
| Employer contribution / active EE | $4,047 | $2,044+98.0% | $3,919+3.3% | $2,234+81.2% |
| Participant deferral / active EE | $7,620 | $3,925+94.1% | $5,047+51.0% | $3,806+100.2% |
| Admin fee / account holder | $159 | $161-1.3% | $8,928-98.2% | $158+0.9% |