Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $58,836 |
Filed as: SIGNATURE SECURITIES GROUP Service code 16 | Consulting | $23,328 |
CERINI & ASSOCIATES LLP8 years Service code 10 · EIN 11-3066459 | Accounting | $10,600 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 16 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,418 | $50,982-59.9% | $154,803-86.8% | $85,563-76.1% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 13.56% | 30.35%-16.8pp | 58.88%-45.3pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,411 | $1,708-17.4% | $4,305-67.2% | $2,654-46.8% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $136 | $846-83.9% | $14,329-99.1% | $834-83.7% |