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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 24 E COTA ST., SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $7,413 |
COASTAL DAILY BALANCE, LLC3+ years Service code 15 · EIN 45-3526822 303 MARY ELIZABETH ST. · BOALSBURG, PA 16827 | Recordkeeping | $4,143 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,345 | $47,977-74.3% | $154,111-92.0% | $56,287-78.1% |
| Participation rate | 61.5% | 66.2%-4.6pp | 83.0%-21.5pp | 69.9%-8.3pp |
| Annual return | -4.48% | 3.54%-8.0pp | 735.18%-739.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $253 | $2,169-88.3% | $5,298-95.2% | $2,111-88.0% |
| Participant deferral / active EE | $1,291 | $2,392-46.0% | $5,081-74.6% | $3,350-61.5% |
| Admin fee / account holder | $77 | $438-82.5% | $13,411-99.4% | $521-85.3% |