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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $54,680 |
PANAGIOTU PENSION ADVISORS, INC.3+ years Service code 10 · EIN 91-1463664 | Accounting | $40,861 |
Filed as: SIGNATOR INVESTORS INC Service code 22 | Insurance Broker | $20,213 |
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 | $72,761 | $46,173+57.6% | $170,435-57.3% | $69,631+4.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.33% | 21.62%-6.3pp | 205.94%-190.6pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $5,706 | $1,610+254.5% | $5,432+5.0% | $2,032+180.8% |
| Participant deferral / active EE | $3,262 | $2,080+56.8% | $4,939-34.0% | $3,224+1.2% |
| Admin fee / account holder | $422 | $116+263.9% | $13,881-97.0% | $110+282.0% |