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| Provider | Service type | Compensation |
|---|---|---|
PANAGIOTU PENSION ADVISORS, INC.2+ years Service code 10 · EIN 91-1463664 | Accounting | $41,773 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,541 |
Filed as: SIGNATOR INVESTORS INC Service code 22 · EIN 04-3283827 | Insurance Broker | $10,498 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,974 |
Filed as: PANAGIOTU PENSION ADVISORS, INC Service code 15 | Recordkeeping | $3,524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,695 | $46,732+64.1% | $156,551-51.0% | $55,167+39.0% |
| Participation rate | 80.2% | 65.8%+14.4pp | 84.0%-3.8pp | 69.0%+11.3pp |
| Annual return | 8.97% | 17.72%-8.7pp | 32.23%-23.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $4,673 | $2,105+122.0% | $5,501-15.1% | $1,963+138.1% |
| Participant deferral / active EE | $2,808 | $2,204+27.4% | $4,871-42.4% | $3,054-8.1% |
| Admin fee / account holder | $547 | $418+30.8% | $13,028-95.8% | $504+8.6% |