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| Provider | Service type | Compensation |
|---|---|---|
COAST BENEFITS10+ years Service code 13 · EIN 33-0670046 | Contract Administrator | $36,004 |
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $28,544 |
BUCKINGHAM STRATEGIC PARTNERS10+ years Filed as: FOCUS INVESTMENT GROUP Service code 27 · EIN 33-0606466 | Advisory (Plan) | $24,000 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
GILBERT & SACKMAN9 years Service code 29 · EIN 95-2906951 | Legal | $10,837 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,301 | $92,224+10.9% | $105,223-2.8% | $79,634+28.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 12.07% | 88.65%-76.6pp | 180.65%-168.6pp | 36.46%-24.4pp |
| Employer contribution / active EE | $5,193 | $3,965+31.0% | $3,689+40.8% | $2,529+105.3% |
| Participant deferral / active EE | $227 | $3,834-94.1% | $5,072-95.5% | $3,835-94.1% |
| Admin fee / account holder | $787 | $1,121-29.8% | $8,859-91.1% | $1,002-21.4% |