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| Provider | Service type | Compensation |
|---|---|---|
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, INC. Service code 15 · EIN 52-1053785 | Recordkeeping | $2,079 |
Service code 15 · EIN 01-0123346 | Recordkeeping | $38 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $51,493 | $76,551-32.7% | $123,894-58.4% | $62,881-18.1% |
| Participation rate | 63.6% | 73.0%-9.3pp | 81.4%-17.8pp | 69.3%-5.7pp |
| Annual return | 522.65% | 18.68%+504.0pp | 47.52%+475.1pp | 20.14%+502.5pp |
| Employer contribution / active EE | $393 | $2,882-86.4% | $4,617-91.5% | $2,281-82.8% |
| Participant deferral / active EE | $4,457 | $4,840-7.9% | $5,984-25.5% | $3,203+39.2% |
| Admin fee / account holder | $29 | $4,826-99.4% | $8,357-99.7% | $4,296-99.3% |