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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 | Other Services | $24,136 |
MKS&H1 year Service code 10 · EIN 52-0547375 | Accounting | $17,940 |
COASTAL PENSION SERVICES3 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $8,679 |
COASTAL PENSION SERVICES3 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 | Contract Administrator | $6,034 |
Service code 49 · EIN 13-5674085 | Other Services | $4,827 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,128 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 49 · EIN 13-2808480 | 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 | $70,692 | $73,102-3.3% | $123,553-42.8% | $56,289+25.6% |
| Participation rate | 74.1% | 74.3%-0.2pp | 82.3%-8.2pp | 69.9%+4.3pp |
| Annual return | -7.05% | 3.01%-10.1pp | 119.21%-126.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,842 | $5,423-10.7% | $6,426-24.6% | $3,350+44.5% |
| Admin fee / account holder | $156 | $554-71.8% | $9,284-98.3% | $521-70.1% |