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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $57,266 |
PANAGIOTU PENSION ADVISORS, INC.4+ years Service code 10 · EIN 91-1463664 | Accounting | $43,854 |
Filed as: SIGNATOR INVESTORS INC Service code 22 | Insurance Broker | $22,803 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,880 | $37,196+85.2% | $154,108-55.3% | $55,725+23.6% |
| Participation rate | 99.0% | 64.1%+34.9pp | 83.0%+15.9pp | 70.9%+28.1pp |
| Annual return | -5.89% | 1319.68%-1325.6pp | 735.21%-741.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $5,578 | $1,614+245.6% | $5,298+5.3% | $2,078+168.4% |
| Participant deferral / active EE | $3,555 | $2,068+71.9% | $5,081-30.0% | $3,356+5.9% |
| Admin fee / account holder | $442 | $102+334.8% | $13,411-96.7% | $115+283.5% |