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| Provider | Service type | Compensation |
|---|---|---|
PANAGIOTU PENSION ADVISORS, INC.1+ years Service code 10 · EIN 91-1463664 | Accounting | $33,796 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,509 |
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 | $77,930 | $46,360+68.1% | $147,617-47.2% | $52,331+48.9% |
| Participation rate | 97.6% | 64.9%+32.7pp | 84.6%+13.0pp | 68.1%+29.5pp |
| Annual return | -1.51% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.1pp |
| Employer contribution / active EE | $6,088 | $2,126+186.3% | $5,564+9.4% | $1,882+223.5% |
| Participant deferral / active EE | $4,007 | $2,258+77.5% | $4,895-18.2% | $3,022+32.6% |
| Admin fee / account holder | $235 | $766-69.3% | $11,612-98.0% | $592-60.2% |