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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC COASTAL PENSION SERVICES1+ years Service code 13 · EIN 26-0895846 16165 MONTEREY RD., STE. 201 · MORGAN HILL, CA 95037 | Contract Administrator | $10,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $15,459 | $41,317-62.6% | $85,969-82.0% | $55,191-72.0% |
| Participation rate | 16.1% | 54.5%-38.3pp | 76.5%-60.4pp | 69.2%-53.0pp |
| Annual return | -2.31% | 3.93%-6.2pp | 9.32%-11.6pp | 10.78%-13.1pp |
| Employer contribution / active EE | $371 | $1,198-69.0% | $3,474-89.3% | $1,899-80.5% |
| Participant deferral / active EE | $784 | $1,914-59.1% | $3,829-79.5% | $3,046-74.3% |
| Admin fee / account holder | $18 | $97-81.5% | $6,053-99.7% | $91-80.3% |