Filed December 28, 2015
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,166 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,518 |
COASTAL PENSION SERVICES1+ years Filed as: COASTAL PENSION SERVICES, LLC Service code 13 · EIN 52-1053785 | Contract Administrator | $24,361 |
WITHUMSMITH+BROWN, PC1+ years Filed as: WITHUMSMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $14,488 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE RIDGE ASSOCIATES Service code 13 · EIN 13-4238973 | Contract Administrator | $11,605 |
SUNBURST HOSPITALITY CORPORATION1+ years Service code 38 · EIN 52-1985619 | Participant Communication | $5,000 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,601 | $50,919+38.7% | $155,556-54.6% | $77,762-9.2% |
| Participation rate | 27.6% | 63.1%-35.5pp | 78.2%-50.7pp | 70.6%-43.0pp |
| Annual return | 12.70% | 34.84%-22.1pp | 64.84%-52.1pp | 31.27%-18.6pp |
| Employer contribution / active EE | $864 | $1,991-56.6% | $4,675-81.5% | $2,728-68.3% |
| Participant deferral / active EE | $1,781 | $2,824-36.9% | $5,631-68.4% | $4,651-61.7% |
| Admin fee / account holder | $354 | $437-18.9% | $15,885-97.8% | $433-18.1% |