Filed October 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $82,294 |
Service code 49 · EIN 93-0987232 | Other Services | $47,655 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES INC Service code 49 · EIN 52-1053785 | Other Services | $9,422 |
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 | $73,706 | $84,493-12.8% | $125,381-41.2% | $66,938+10.1% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.8pp | 69.8%+28.4pp |
| Annual return | 60.51% | -8.49%+69.0pp | 572.31%-511.8pp | 1.58%+58.9pp |
| Employer contribution / active EE | $9,920 | $3,554+179.1% | $4,815+106.0% | $2,545+289.7% |
| Participant deferral / active EE | $13,456 | $6,783+98.4% | $7,448+80.7% | $4,238+217.5% |
| Admin fee / account holder | $254 | $685-62.9% | $10,007-97.5% | $594-57.2% |