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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,244 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 49 | Other Services | $23,805 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 49 · EIN 23-3044062 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,483 | $91,372-4.3% | $129,995-32.7% | $74,419+17.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | -5.21% | 23.21%-28.4pp | -137.18%+132.0pp | 34.38%-39.6pp |
| Employer contribution / active EE | $821 | $2,563-68.0% | $4,320-81.0% | $2,637-68.9% |
| Participant deferral / active EE | $8,027 | $4,721+70.0% | $5,820+37.9% | $4,528+77.3% |
| Admin fee / account holder | $195 | $283-31.2% | $10,614-98.2% | $348-43.9% |