Filed January 18, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 | Other Commissions | $15,164 |
Filed as: SIGNATOR INSURANCE AGENCY Service code 55 197 CLARENDON ST # C-807 · BOSTON, MA 02116 | Other Commissions | $5,336 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,146 |
Filed as: INTERSECURITIES INSURANCE AGENCY Service code 55 PO BOX 9053 · CLEARWATER, FL 33758 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,403 | $85,199-79.6% | $57,196-69.6% | $63,975-72.8% |
| Participation rate | 39.0% | 74.0%-35.1pp | 75.3%-36.4pp | 71.1%-32.2pp |
| Annual return | 10.00% | 10.43%-0.4pp | 14.59%-4.6pp | 48.65%-38.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,683-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,052 | $3,109-66.2% | $3,096-66.0% | $3,356-68.7% |
| Admin fee / account holder | $4 | $39-89.7% | $3,141-99.9% | $70-94.4% |