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| Provider | Service type | Compensation |
|---|---|---|
PANAGIOTU PENSION ADVISORS, INC.1+ years Service code 10 | Accounting | $18,808 |
Service code 55 | Other Commissions | $6,568 |
PANAGIOTU PENSION ADVISORS, INC.1+ years Filed as: PANAGIOTU PENSION ADVISORS, INC Service code 10 · EIN 91-1463664 7350 CIRQUE DRIVE W, SUITE 201 · UNIVERSITY PLACE, WA 98467 | Accounting | $3,745 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $260 |
Filed as: GREAT-WEST LIFE INSURANCE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 · EIN 39-0509570 720 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $0 |
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 | $69,597 | $54,320+28.1% | $67,652+2.9% | $52,331+33.0% |
| Participation rate | 90.3% | 73.6%+16.7pp | 75.7%+14.6pp | 68.1%+22.1pp |
| Annual return | 0.05% | 6.81%-6.8pp | 6625.40%-6625.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $3,979 | $1,544+157.8% | $2,266+75.6% | $1,882+111.5% |
| Participant deferral / active EE | $6,619 | $2,950+124.3% | $3,560+85.9% | $3,022+119.0% |
| Admin fee / account holder | $117 | $527-77.8% | $4,821-97.6% | $592-80.3% |