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 | Claims processing; Participant commun... | $51,528 |
Filed as: SIGNATURE SECURITIES GROUP Service code 16 | Consulting | $18,004 |
CERINI & ASSOCIATES LLP5 years Service code 10 · EIN 11-3066459 | Accounting | $10,000 |
NATIONAL FINANCIAL SERVICES6 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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,086 | $46,292-73.9% | $143,757-91.6% | $64,808-81.4% |
| Participation rate | 97.4% | 64.2%+33.2pp | 80.3%+17.1pp | 71.5%+25.9pp |
| Annual return | -13.98% | -10.05%-3.9pp | -0.04%-13.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,650 | $1,910-13.6% | $4,951-66.7% | $2,506-34.1% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $101 | $154-34.1% | $14,673-99.3% | $188-46.0% |