Filed March 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,067 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $34,801 |
COASTAL PENSION SERVICES4 years Filed as: COASTAL PENSION SERVICE, INC. Service code 13 | Contract Administrator | $12,309 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 49 · EIN 13-2808480 4800 DEER LAKE DR E · JACKSONSVILLE, FL 32246 | Other Services | $10,219 |
COASTAL PENSION SERVICES4 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 · EIN 52-1053785 | Contract Administrator | $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 | $79,964 | $69,159+15.6% | $125,195-36.1% | $67,582+18.3% |
| Participation rate | 96.3% | 78.2%+18.1pp | 79.8%+16.5pp | 71.3%+25.0pp |
| Annual return | 22.93% | 27.12%-4.2pp | 43.79%-20.9pp | 378.57%-355.6pp |
| Employer contribution / active EE | $1,948 | $2,023-3.7% | $3,866-49.6% | $2,148-9.3% |
| Participant deferral / active EE | $4,700 | $3,700+27.0% | $4,937-4.8% | $3,539+32.8% |
| Admin fee / account holder | $272 | $142+91.6% | $9,704-97.2% | $142+90.9% |