Filed October 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $105,363 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $47,669 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES INC Service code 49 · EIN 52-1053785 | Other Services | $13,185 |
Service code 49 | Other Services | $11,043 |
Filed as: SIGNATURE ESTATE SECURITIES Service code 49 · EIN 59-2730348 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,326 | $91,439+18.5% | $135,974-20.3% | $71,511+51.5% |
| Participation rate | 37.9% | 75.7%-37.7pp | 81.9%-44.0pp | 67.9%-30.0pp |
| Annual return | 41.90% | 29.90%+12.0pp | 68.30%-26.4pp | 28.86%+13.0pp |
| Employer contribution / active EE | $9,058 | $3,705+144.5% | $4,859+86.4% | $2,589+249.8% |
| Participant deferral / active EE | $15,958 | $7,093+125.0% | $7,760+105.6% | $4,291+271.9% |
| Admin fee / account holder | $328 | $1,267-74.1% | $10,767-97.0% | $1,588-79.4% |