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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 | Float revenue; Participant loan proce... | $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; Securities brok... | $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 | $88,183+16.0% | $107,187-4.6% | $71,012+44.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 75.0%+25.0pp | 58.6%+41.4pp |
| Annual return | 12.07% | 16.47%-4.4pp | 204.55%-192.5pp | 37.67%-25.6pp |
| Employer contribution / active EE | $5,193 | $3,914+32.7% | $3,782+37.3% | $2,348+121.2% |
| Participant deferral / active EE | $227 | $3,079-92.6% | $5,096-95.6% | $3,246-93.0% |
| Admin fee / account holder | $787 | $1,430-45.0% | $9,162-91.4% | $1,167-32.6% |