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; Recordk... | $42,512 |
Filed as: SIGNATURE SECURITIES GROUP Service code 16 | Consulting | $15,265 |
CERINI & ASSOCIATES LLP6 years Service code 10 · EIN 11-3066459 | Accounting | $10,200 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,017 | $61,272-47.7% | $149,673-78.6% | $71,457-55.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 12.55% | 35.85%-23.3pp | 134.42%-121.9pp | 28.85%-16.3pp |
| Employer contribution / active EE | $2,933 | $2,378+23.3% | $4,818-39.1% | $2,588+13.3% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $250 | $1,261-80.2% | $13,210-98.1% | $1,587-84.3% |