Filed March 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,543 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $31,324 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES INC Service code 49 | Other Services | $5,391 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES LLC Service code 49 · EIN 52-1053785 | Other Services | $0 |
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 | $58,415 | $95,417-38.8% | $135,974-57.0% | $74,460-21.5% |
| Participation rate | 91.2% | 78.2%+12.9pp | 81.9%+9.2pp | 70.7%+20.4pp |
| Annual return | 47.59% | 32.76%+14.8pp | 68.30%-20.7pp | 34.38%+13.2pp |
| Employer contribution / active EE | $4,083 | $3,878+5.3% | $4,859-16.0% | $2,638+54.8% |
| Participant deferral / active EE | $7,923 | $7,789+1.7% | $7,760+2.1% | $4,530+74.9% |
| Admin fee / account holder | $216 | $266-18.8% | $10,767-98.0% | $348-37.9% |