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| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS1+ years Filed as: COAST BENEFITS, INC. Service code 13 · EIN 33-0670046 | Contract Administrator | $362,646 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $49,191 |
MELISSA W. COOK & ASSOCIATES1+ years Service code 29 · EIN 95-3245809 | Legal | $20,494 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $14,100 |
TERRY SCHMIDT LLC1+ years Filed as: TERRY RYAN Service code 21 3444 CAMINO DEL RIO N STE 100 · SAN DIEGO, CA 92108 | Bank Trustee | $9,901 |
PENSION FUND EVALUATIONS, INC.1+ years Filed as: PENSION FUND EVALUATION Service code 27 · EIN 11-2503982 | Advisory (Plan) | $8,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,617 | $34,220-63.1% | $73,836-82.9% | $59,188-78.7% |
| Participation rate | 100.0% | 59.1%+40.9pp | 73.4%+26.6pp | 69.4%+30.6pp |
| Annual return | -1.68% | 3.36%-5.0pp | 2268.06%-2269.7pp | 5.51%-7.2pp |
| Employer contribution / active EE | $356 | $1,480-75.9% | $2,787-87.2% | $2,098-83.0% |
| Participant deferral / active EE | $923 | $2,035-54.6% | $3,583-74.2% | $3,265-71.7% |
| Admin fee / account holder | $309 | $64+382.3% | $4,882-93.7% | $92+235.2% |