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| Provider | Service type | Compensation |
|---|---|---|
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, INC. Service code 49 | Other Services | $9,912 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $9,650 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,628 |
Filed as: JOHN HANCOCK LIFE INS. CO.(USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $30 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES INC Service code 49 · EIN 52-1053785 | Other Services | $0 |
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 | $64,631 | $75,183-14.0% | $123,894-47.8% | $55,167+17.2% |
| Participation rate | 70.2% | 72.8%-2.6pp | 81.4%-11.2pp | 69.0%+1.3pp |
| Annual return | 7.77% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,189 | $5,084-17.6% | $5,984-30.0% | $3,054+37.2% |
| Admin fee / account holder | $14 | $663-97.9% | $8,357-99.8% | $504-97.2% |