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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS Service code 55 · EIN 04-2442399 197 CLARENDON ST NUMBER C807 · BOSTON, MA 02116 | Other Commissions | $39,391 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,733 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 55 · EIN 93-0987232 | Other Commissions | $19,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,015 | $62,928-28.5% | $172,755-73.9% | $67,579-33.4% |
| Participation rate | 48.2% | 64.5%-16.3pp | 82.6%-34.5pp | 71.3%-23.1pp |
| Annual return | 5.30% | 30.36%-25.1pp | 802.94%-797.6pp | 378.56%-373.3pp |
| Employer contribution / active EE | $3,106 | $1,636+89.9% | $5,144-39.6% | $2,148+44.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $29 | $167-82.4% | $13,955-99.8% | $142-79.4% |