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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATURE SECURITIES GROUP Service code 28 1177 AVENUE OF THE AMERICAS · NEW YORK, NC 10036 | Investment Management | $20,771 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,638 | $88,874+35.7% | $123,553-2.4% | $75,289+60.2% |
| Participation rate | 98.8% | 75.9%+23.0pp | 82.3%+16.5pp | 72.4%+26.4pp |
| Annual return | 7.01% | 4.22%+2.8pp | 119.21%-112.2pp | -0.04%+7.0pp |
| Employer contribution / active EE | $7,880 | $3,256+142.0% | $4,628+70.3% | $2,405+227.7% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $14 | $95-85.6% | $9,284-99.9% | $102-86.7% |