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 | Participant communication; Claims pro... | $58,245 |
Filed as: SIGNATURE SECURITIES GROUP Service code 16 | Consulting | $21,165 |
CERINI & ASSOCIATES LLP7 years Service code 10 · EIN 11-3066459 | Accounting | $10,400 |
NATIONAL FINANCIAL SERVICES8 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 |
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 | $19,378 | $50,919-61.9% | $155,556-87.5% | $77,762-75.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 10.18% | 34.84%-24.7pp | 64.84%-54.7pp | 31.27%-21.1pp |
| Employer contribution / active EE | $1,282 | $1,991-35.6% | $4,675-72.6% | $2,728-53.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $144 | $437-67.1% | $15,885-99.1% | $433-66.8% |