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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $223,068 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 27 · EIN 59-1199408 | Advisory (Plan) | $119,231 |
COASTAL PENSION SERVICES4+ years Filed as: COASTAL PENSION SERVICES INC. Service code 13 | Contract Administrator | $17,814 |
COASTAL PENSION SERVICES4+ years Filed as: COASTAL PENSION SERVICES, INC Service code 13 · EIN 52-1053785 | Contract Administrator | $8,532 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,968 | $106,230+28.0% | $147,080-7.6% | $77,736+74.9% |
| Participation rate | 71.3% | 78.4%-7.1pp | 82.2%-10.9pp | 70.6%+0.7pp |
| Annual return | 14.25% | 56.91%-42.7pp | 420.17%-405.9pp | 31.26%-17.0pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $11,806 | $8,001+47.6% | $8,066+46.4% | $4,651+153.9% |
| Admin fee / account holder | $801 | $338+136.8% | $12,989-93.8% | $433+84.9% |