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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PANAGIOTU PENSION ADVISORS Service code 57 · EIN 91-1463664 7350 CIRQUE DRIVE W., SUITE 201 · UNIVERSITY PLACE, WA 98467 | Redemption fees | $6,510 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 9.54% | 12.23%-2.7pp | 10.36%-0.8pp | 13.95%-4.4pp |
| Employer contribution / active EE | $10,142 | $18,059-43.8% | $37,738-73.1% | $16,598-38.9% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |