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| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS2+ years Filed as: COAST BENEFITS, INC. Service code 13 · EIN 33-0670046 | Contract Administrator | $386,930 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $39,685 |
MELISSA W. COOK & ASSOCIATES2+ years Service code 29 · EIN 95-3245809 | Legal | $21,471 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $12,100 |
PENSION FUND EVALUATIONS, INC.2+ years Filed as: PENSION FUND EVALUATION Service code 27 · EIN 11-2503982 | Advisory (Plan) | $8,000 |
TERRY SCHMIDT LLC2+ years Filed as: TERRY RYAN Service code 21 3444 CAMINO DEL RIO N STE 100 · SAN DIEGO, CA 92108 | Bank Trustee | $7,531 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,383 | $34,495-58.3% | $78,676-81.7% | $63,975-77.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 73.6%+26.4pp | 71.1%+28.9pp |
| Annual return | 7.66% | 11.62%-4.0pp | 62.19%-54.5pp | 48.65%-41.0pp |
| Employer contribution / active EE | $389 | $1,398-72.2% | $2,850-86.4% | $2,182-82.2% |
| Participant deferral / active EE | $961 | $2,100-54.3% | $3,517-72.7% | $3,356-71.4% |
| Admin fee / account holder | $371 | $68+445.1% | $4,510-91.8% | $70+426.1% |