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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PANAGIOTU PENSION ADVISORS Service code 15 · EIN 91-1463664 7350 CIRQUE DR. W., SUITE 201 · UNIVERSITY PLACE, WA 98467 | Recordkeeping | $7,440 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,884 | $43,344-21.8% | $59,899-43.4% | $64,173-47.2% |
| Participation rate | 98.2% | 69.2%+29.1pp | 74.7%+23.5pp | 69.6%+28.6pp |
| Annual return | 2.26% | -1.55%+3.8pp | 3.46%-1.2pp | 7.63%-5.4pp |
| Employer contribution / active EE | $4,037 | $2,030+98.9% | $2,723+48.3% | $2,381+69.5% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $84 | $3,008-97.2% | $3,592-97.7% | $4,887-98.3% |