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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 | Other Services | $21,852 |
Filed as: MCLEAN, K, S & HAMMOND Service code 10 · EIN 52-0547375 | Accounting | $18,531 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $6,444 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 | Contract Administrator | $5,463 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,838 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 49 · EIN 13-2808480 | Other Services | $0 |
Service code 49 · EIN 13-5674085 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,410 | $80,753-4.1% | $136,298-43.2% | $62,293+24.3% |
| Participation rate | 64.9% | 73.5%-8.7pp | 81.9%-17.1pp | 69.5%-4.7pp |
| Annual return | 17.23% | 35.83%-18.6pp | 5156.27%-5139.0pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,240 | $5,164-17.9% | $6,247-32.1% | $3,169+33.8% |
| Admin fee / account holder | $158 | $525-69.9% | $9,244-98.3% | $479-67.0% |