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| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS6+ years Filed as: COAST BENEFITS, INC. Service code 14 · EIN 33-0670046 | Plan Administrator | $455,813 |
MELISSA W. COOK & ASSOCIATES3 years Filed as: MELISSA COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $32,197 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,000 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $12,900 |
Filed as: PENSION FUND EVALUATIONS Service code 27 · EIN 11-2503982 | Advisory (Plan) | $10,200 |
Filed as: JOHN VINGAS Service code 20 3444 CAMINO DEL RIO N STE 101 · SAN DIEGO, CA 92108 | Trustee (individual) | $8,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $47,634-100.0% | $90,440-100.0% | $90,274-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 72.7%-72.7pp | 73.4%-73.4pp |
| Annual return | 12.14% | 19.61%-7.5pp | 1294.38%-1282.2pp | 53.97%-41.8pp |
| Employer contribution / active EE | $307 | $1,749-82.4% | $3,263-90.6% | $2,523-87.8% |
| Participant deferral / active EE | $515 | $2,824-81.8% | $3,964-87.0% | $4,231-87.8% |
| Admin fee / account holder | $0 | $106-100.0% | $5,615-100.0% | $114-100.0% |