Filed March 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,270 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 49 | Other Services | $18,718 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICE, INC. Service code 13 | Contract Administrator | $15,982 |
Service code 49 · EIN 13-5674085 4800 DEER LAKE DR E · JACKSONSVILLE, FL 32246 | Other Services | $5,879 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, INC. Service code 13 · EIN 52-1053785 | Contract Administrator | $0 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 49 · EIN 13-2808480 4800 DEER LAKE DR E · JACKSONSVILLE, FL 32246 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES, INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $68,198 | $107,378-36.5% | $108,582-37.2% | $57,658+18.3% |
| Participation rate | 95.0% | 77.1%+17.9pp | 79.6%+15.4pp | 70.2%+24.7pp |
| Annual return | 6.44% | 12.80%-6.4pp | -51.70%+58.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,723 | $1,782-3.3% | $3,758-54.2% | $1,974-12.7% |
| Participant deferral / active EE | $4,031 | $3,221+25.2% | $4,311-6.5% | $3,061+31.7% |
| Admin fee / account holder | $264 | $108+143.5% | $7,645-96.5% | $95+179.5% |