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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,580 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 49 · EIN 23-3044062 | Other Services | $12,036 |
Filed as: RETIREMENT WELLNESS GROUP Service code 27 · EIN 82-5427341 | Advisory (Plan) | $1,414 |
Filed as: TRANSAMERICA RET. SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $985 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PS SERVICES, INC. Service code 15 · EIN 46-3335003 | Recordkeeping | $450 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,551 | $78,419-50.8% | $133,959-71.2% | $73,412-47.5% |
| Participation rate | 91.8% | 78.6%+13.2pp | 79.8%+11.9pp | 72.2%+19.6pp |
| Annual return | -6.71% | 33.35%-40.1pp | 45.09%-51.8pp | 59.30%-66.0pp |
| Employer contribution / active EE | $2,960 | $2,044+44.8% | $3,919-24.5% | $2,234+32.5% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $106 | $161-34.1% | $8,928-98.8% | $158-32.7% |