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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $18,735 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,313 |
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.
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 | $52,102 | $89,652-41.9% | $141,162-63.1% | $65,185-20.1% |
| Participation rate | 68.3% | 74.7%-6.4pp | 82.5%-14.1pp | 70.2%-1.9pp |
| Annual return | 28.84% | 32.79%-4.0pp | 71.39%-42.5pp | 29.38%-0.5pp |
| Employer contribution / active EE | $1 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,182 | $5,691+8.6% | $6,709-7.9% | $3,514+75.9% |
| Admin fee / account holder | $226 | $569-60.3% | $10,261-97.8% | $847-73.3% |