Filed March 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,961 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 49 · EIN 13-2808480 4800 DEER LAKE DR E · JACKSONSVILLE, FL 32246 | Other Services | $30,591 |
COASTAL PENSION SERVICES3 years Filed as: COASTAL PENSION SERVICE, INC. Service code 13 | Contract Administrator | $12,640 |
Service code 49 · EIN 13-5674085 4800 DEER LAKE DR E · JACKSONSVILLE, FL 32246 | Other Services | $3,058 |
COASTAL PENSION SERVICES3 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 · EIN 52-1053785 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES, INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,268 | $62,267+14.5% | $110,243-35.4% | $55,725+27.9% |
| Participation rate | 96.3% | 78.1%+18.1pp | 79.8%+16.4pp | 70.9%+25.4pp |
| Annual return | -2.09% | -1.07%-1.0pp | 314.76%-316.9pp | 244.93%-247.0pp |
| Employer contribution / active EE | $1,830 | $1,941-5.7% | $3,827-52.2% | $2,078-11.9% |
| Participant deferral / active EE | $4,416 | $3,516+25.6% | $4,672-5.5% | $3,356+31.6% |
| Admin fee / account holder | $286 | $121+136.2% | $8,548-96.7% | $115+148.0% |