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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $66,026 |
PANAGIOTU PENSION ADVISORS, INC.5+ years Service code 10 · EIN 91-1463664 | Accounting | $52,525 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 22 · EIN 93-0987232 | Insurance Broker | $24,336 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $17,918 |
Filed as: SIGNATOR INVESTORS, INC Service code 22 · EIN 04-3283827 | Insurance Broker | $1,829 |
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 | $90,113 | $62,928+43.2% | $172,753-47.8% | $67,582+33.3% |
| Participation rate | 93.4% | 64.5%+29.0pp | 82.6%+10.8pp | 71.3%+22.2pp |
| Annual return | 21.21% | 30.36%-9.1pp | 803.00%-781.8pp | 378.57%-357.4pp |
| Employer contribution / active EE | $6,278 | $1,636+283.7% | $5,144+22.0% | $2,148+192.3% |
| Participant deferral / active EE | $4,142 | $2,145+93.1% | $5,198-20.3% | $3,539+17.0% |
| Admin fee / account holder | $511 | $167+206.9% | $13,956-96.3% | $142+259.4% |