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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 15 · EIN 01-0233346 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Recordkeeping | $1,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,189 | $79,181-6.3% | $102,423-27.6% | $74,429-0.3% |
| Participation rate | 97.8% | 74.8%+23.1pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 28.78% | 54.97%-26.2pp | 29.42%-0.6pp | 1368.38%-1339.6pp |
| Employer contribution / active EE | $3,781 | $2,362+60.1% | $3,023+25.1% | $2,625+44.1% |
| Participant deferral / active EE | $5,904 | $4,416+33.7% | $5,054+16.8% | $4,348+35.8% |
| Admin fee / account holder | $308 | $2,002-84.6% | $9,455-96.7% | $1,944-84.2% |