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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,723 |
AMERICAN FUNDS1 year Filed as: COASTAL CAPITAL GROUP INC. Service code 27 · EIN 47-3835496 | Advisory (Plan) | $8,675 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,169 | $66,813-21.9% | $100,516-48.1% | $73,488-29.0% |
| Participation rate | 86.4% | 77.5%+8.9pp | 79.4%+7.0pp | 70.7%+15.7pp |
| Annual return | 6.16% | 25.70%-19.5pp | 30.89%-24.7pp | 28.51%-22.3pp |
| Employer contribution / active EE | $883 | $2,147-58.9% | $3,418-74.2% | $2,270-61.1% |
| Participant deferral / active EE | $3,645 | $5,883-38.0% | $6,270-41.9% | $3,740-2.5% |
| Admin fee / account holder | $201 | $512-60.7% | $8,081-97.5% | $513-60.8% |