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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $1,200 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,586 | $66,124-58.3% | $90,404-69.5% | $73,488-62.5% |
| Participation rate | 70.7% | 69.7%+1.1pp | 72.7%-2.0pp | 70.7%+0.1pp |
| Annual return | 5.61% | 17.65%-12.0pp | 1293.02%-1287.4pp | 28.51%-22.9pp |
| Employer contribution / active EE | $599 | $2,346-74.5% | $3,262-81.6% | $2,270-73.6% |
| Participant deferral / active EE | $1,250 | $3,039-58.9% | $3,963-68.5% | $3,740-66.6% |
| Admin fee / account holder | $5 | $396-98.6% | $5,611-99.9% | $513-98.9% |