Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS INC Service code 27 · EIN 04-2442399 | Advisory (Plan) | $77,103 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $14,040 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $9,501 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,941 | $21,965+40.9% | $59,496-48.0% | $59,188-47.7% |
| Participation rate | 17.4% | 32.6%-15.2pp | 54.6%-37.1pp | 69.4%-52.0pp |
| Annual return | 1.91% | 22.15%-20.2pp | 182.05%-180.1pp | 5.51%-3.6pp |
| Employer contribution / active EE | $460 | $316+45.5% | $1,153-60.1% | $2,098-78.1% |
| Participant deferral / active EE | $819 | $732+11.9% | $1,829-55.2% | $3,265-74.9% |
| Admin fee / account holder | $119 | $74+60.3% | $2,232-94.7% | $92+29.3% |