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| Provider | Service type | Compensation |
|---|---|---|
COASTAL PENSION SERVICES1 year Service code 16 · EIN 52-1053785 | Consulting | $3,500 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $368 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $135,222 | $50,898+165.7% | $171,082-21.0% | $55,167+145.1% |
| Participation rate | 87.3% | 63.3%+24.0pp | 76.7%+10.6pp | 69.0%+18.3pp |
| Annual return | 6.78% | 15.34%-8.6pp | 32.56%-25.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $6,010 | $1,433+319.3% | $4,002+50.2% | $1,963+206.2% |
| Participant deferral / active EE | $5,953 | $2,994+98.8% | $4,797+24.1% | $3,054+94.9% |
| Admin fee / account holder | $263 | $500-47.3% | $8,520-96.9% | $504-47.8% |