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| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS5+ years Filed as: COAST BENEFITS, INC. Service code 14 · EIN 33-0670046 | Plan Administrator | $508,827 |
MELISSA W. COOK & ASSOCIATES2 years Filed as: MELISSA COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $45,289 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $12,800 |
Filed as: JOHN VINGAS Service code 20 3444 CAMINO DEL RIO N STE 101 · SAN DIEGO, CA 92108 | Trustee (individual) | $9,600 |
Filed as: PENSION FUND EVALUATIONS Service code 27 · EIN 11-2503982 | Advisory (Plan) | $9,600 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,717 | $44,794-67.1% | $90,304-83.7% | $77,775-81.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 18.65% | 28.23%-9.6pp | 78.13%-59.5pp | 32.58%-13.9pp |
| Employer contribution / active EE | $337 | $1,809-81.4% | $2,855-88.2% | $2,504-86.5% |
| Participant deferral / active EE | $906 | $2,642-65.7% | $3,885-76.7% | $3,966-77.1% |
| Admin fee / account holder | $301 | $94+218.4% | $5,354-94.4% | $100+200.5% |