See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $44,627 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $30,847 |
NATIONWIDE10+ years Service code 27 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $27,265 |
COASTAL PENSION SERVICES5 years Service code 15 | Recordkeeping | $7,650 |
COASTAL PENSION SERVICES10+ years Filed as: COASTAL PENSION SERVICES, INC. Service code 26 · EIN 52-2048790 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Advisory (Participants) | $2,522 |
Service code 27 | Advisory (Plan) | $2,064 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, LLC Service code 26 | Advisory (Participants) | $1,842 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,784 | $80,731+29.8% | $103,374+1.4% | $74,546+40.6% |
| Participation rate | 78.7% | 65.7%+13.0pp | 74.5%+4.2pp | 67.2%+11.5pp |
| Annual return | 10.36% | 27.56%-17.2pp | 24.89%-14.5pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $1,016 | $3,158-67.8% | $3,869-73.7% | $2,624-61.3% |
| Participant deferral / active EE | $4,830 | $3,860+25.1% | $5,058-4.5% | $4,347+11.1% |
| Admin fee / account holder | $407 | $2,369-82.8% | $8,394-95.2% | $1,944-79.1% |