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| Provider | Service type | Compensation |
|---|---|---|
ELLIN & TUCKER, CHARTERED1+ years Service code 10 · EIN 52-0959934 | Accounting | $13,561 |
Service code 15 · EIN 52-1353934 | Recordkeeping | $3,058 |
Filed as: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $2,821 |
COASTAL PENSION SERVICES1+ years Filed as: COASTAL PENSION SERVICE, INC. Service code 15 · EIN 52-1053785 | Recordkeeping | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,605 | $27,330-46.6% | $67,704-78.4% | $55,191-73.5% |
| Participation rate | 44.5% | 47.5%-3.0pp | 67.5%-23.0pp | 69.2%-24.6pp |
| Annual return | -0.88% | 8.81%-9.7pp | 25.41%-26.3pp | 10.78%-11.7pp |
| Employer contribution / active EE | $336 | $855-60.7% | $2,559-86.9% | $1,899-82.3% |
| Participant deferral / active EE | $776 | $1,709-54.6% | $3,585-78.4% | $3,046-74.5% |
| Admin fee / account holder | $37 | $109-66.0% | $4,255-99.1% | $91-59.0% |