Filed October 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,803 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 49 · EIN 93-0987232 | Other Services | $39,682 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, INC. Service code 49 · EIN 52-1053785 | Other Services | $4,960 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,057 | $104,479-29.1% | $159,474-53.6% | $79,391-6.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 18.15% | 67.98%-49.8pp | 263.68%-245.5pp | 116.88%-98.7pp |
| Employer contribution / active EE | $9,729 | $3,417+184.7% | $4,831+101.4% | $2,428+300.7% |
| Participant deferral / active EE | $12,692 | $6,468+96.2% | $7,353+72.6% | $4,046+213.7% |
| Admin fee / account holder | $492 | $711-30.9% | $10,802-95.4% | $627-21.5% |