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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 | $52,290 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,589 | $127,481+2.4% | $149,751-12.8% | $90,274+44.7% |
| Participation rate | 99.0% | 78.2%+20.8pp | 82.5%+16.5pp | 73.4%+25.7pp |
| Annual return | 4.97% | 57.78%-52.8pp | 276.71%-271.7pp | 53.97%-49.0pp |
| Employer contribution / active EE | $11,940 | $3,448+246.3% | $4,646+157.0% | $2,523+373.2% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $32 | $152-79.1% | $9,312-99.7% | $114-72.2% |