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 | Recordkeeping and information managem... | $51,914 |
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 16 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $16,671 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,420 | $55,453-46.9% | $170,435-82.7% | $62,293-52.8% |
| Participation rate | 89.2% | 66.4%+22.9pp | 83.6%+5.6pp | 69.5%+19.7pp |
| Annual return | 12.67% | 21.38%-8.7pp | 205.94%-193.3pp | 28.90%-16.2pp |
| Employer contribution / active EE | $2,402 | $2,164+11.0% | $5,432-55.8% | $2,042+17.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $183 | $455-59.7% | $13,881-98.7% | $479-61.7% |