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| Provider | Service type | Compensation |
|---|---|---|
PANAGIOTU PENSION ADVISORS, INC.6+ years Service code 15 · EIN 91-1463664 | Recordkeeping | $86,625 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $81,433 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $16,725 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $16,300 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Filed as: SIGNATOR INVESTORS, INC Service code 22 | Insurance Broker | $0 |
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 | $140,197 | $52,293+168.1% | $178,503-21.5% | $73,412+91.0% |
| Participation rate | 97.3% | 65.3%+32.0pp | 81.9%+15.4pp | 72.2%+25.1pp |
| Annual return | 24.34% | 34.75%-10.4pp | 151.12%-126.8pp | 59.30%-35.0pp |
| Employer contribution / active EE | $6,765 | $1,736+289.7% | $5,011+35.0% | $2,234+202.9% |
| Participant deferral / active EE | $5,064 | $2,333+117.0% | $5,202-2.7% | $3,806+33.1% |
| Admin fee / account holder | $699 | $127+448.6% | $13,987-95.0% | $158+342.5% |