Filed October 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,662 |
Service code 49 | Other Services | $68,472 |
COASTAL PENSION SERVICES3 years Filed as: COASTAL PENSION SERVICES INC Service code 49 · EIN 52-1053785 | Other Services | $16,464 |
Filed as: SIGNATURE ESTATE SECURITIES Service code 49 · EIN 59-2730348 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,466 | $101,672+24.4% | $147,117-14.0% | $74,478+69.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.25% | 8757.83%-8742.6pp | 420.54%-405.3pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $8,831 | $3,813+131.6% | $4,932+79.0% | $2,626+236.2% |
| Participant deferral / active EE | $16,078 | $7,305+120.1% | $8,065+99.4% | $4,350+269.6% |
| Admin fee / account holder | $368 | $1,753-79.0% | $12,993-97.2% | $1,946-81.1% |