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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,623 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 13 · EIN 91-1463664 | Contract Administrator | $47,427 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,667 |
Filed as: PANAGIOTU PENSION ADVISORS INC Service code 13 | Contract Administrator | $4,933 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
Service code 19 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $0 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,496 | $62,928-51.5% | $172,753-82.3% | $67,582-54.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 14.84% | 30.36%-15.5pp | 803.00%-788.2pp | 378.57%-363.7pp |
| Employer contribution / active EE | $2,045 | $1,636+25.0% | $5,144-60.2% | $2,148-4.8% |
| Participant deferral / active EE | $2,197 | $2,145+2.4% | $5,198-57.7% | $3,539-37.9% |
| Admin fee / account holder | $271 | $167+62.9% | $13,956-98.1% | $142+90.7% |