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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) | $10,910 |
COASTAL DAILY BALANCE, LLC5+ years Service code 15 · EIN 45-3526822 303 MARY ELIZABETH ST. · BOALSBURG, PA 16827 | Recordkeeping | $7,328 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,849 | $58,888-57.8% | $178,498-86.1% | $73,493-66.2% |
| Participation rate | 52.6% | 66.2%-13.6pp | 81.9%-29.3pp | 70.7%-18.1pp |
| Annual return | 13.88% | 24.86%-11.0pp | 151.09%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $208 | $2,236-90.7% | $5,011-95.8% | $2,270-90.8% |
| Participant deferral / active EE | $1,485 | $2,568-42.2% | $5,202-71.5% | $3,740-60.3% |
| Admin fee / account holder | $189 | $400-52.7% | $13,985-98.6% | $513-63.1% |