Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 17 · EIN 13-5674085 | Pension Consulting | $28,646 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,792 |
MKS&H6 years Service code 10 · EIN 52-0547375 | Accounting | $20,000 |
COASTAL PENSION SERVICES8 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 | Contract Administrator | $6,032 |
COASTAL PENSION SERVICES8 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $4,745 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,388 | $91,439+4.3% | $135,974-29.8% | $71,511+33.4% |
| Participation rate | 71.1% | 75.7%-4.5pp | 81.9%-10.8pp | 67.9%+3.2pp |
| Annual return | 16.21% | 29.90%-13.7pp | 68.30%-52.1pp | 28.86%-12.6pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,527 | $7,093-22.1% | $7,760-28.8% | $4,291+28.8% |
| Admin fee / account holder | $557 | $1,267-56.0% | $10,767-94.8% | $1,588-64.9% |