Filed September 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,421 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $27,187 |
COASTAL PENSION SERVICES4 years Filed as: COASTAL PENSION SERVICES LLC Service code 13 · EIN 52-1053785 | Contract Administrator | $10,195 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,643 | $95,438-66.8% | $135,982-76.7% | $74,473-57.5% |
| Participation rate | 92.3% | 78.2%+14.1pp | 81.9%+10.4pp | 70.7%+21.6pp |
| Annual return | 23.13% | 32.61%-9.5pp | 68.32%-45.2pp | 34.36%-11.2pp |
| Employer contribution / active EE | $1,581 | $3,878-59.2% | $4,859-67.5% | $2,638-40.1% |
| Participant deferral / active EE | $4,483 | $7,790-42.5% | $7,760-42.2% | $4,530-1.0% |
| Admin fee / account holder | $166 | $259-36.0% | $10,767-98.5% | $347-52.2% |