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| Provider | Service type | Compensation |
|---|---|---|
COASTAL PENSION SERVICES4 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Contract Administrator | $95,713 |
Filed as: NYLIFE SECURITIES Service code 27 51 MADISON AVENUE · NEW YORK, NY 10010 | Advisory (Plan) | $58,152 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,148 | $46,464-52.3% | $150,298-85.3% | $79,634-72.2% |
| Participation rate | 51.8% | 57.0%-5.1pp | 77.8%-25.9pp | 62.5%-10.7pp |
| Annual return | 12.42% | 27.89%-15.5pp | 62.79%-50.4pp | 36.46%-24.0pp |
| Employer contribution / active EE | $475 | $1,512-68.5% | $4,154-88.6% | $2,529-81.2% |
| Participant deferral / active EE | $1,590 | $2,157-26.3% | $5,453-70.8% | $3,835-58.5% |
| Admin fee / account holder | $245 | $891-72.5% | $14,116-98.3% | $1,002-75.5% |