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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $91,196 |
Filed as: SIGNATOR INVESTORS, INC Service code 16 · EIN 04-2442399 | Consulting | $73,277 |
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 | $31,916 | $22,291+43.2% | $69,182-53.9% | $63,975-50.1% |
| Participation rate | 17.3% | 35.3%-18.0pp | 55.1%-37.9pp | 71.1%-53.9pp |
| Annual return | 10.31% | 9.30%+1.0pp | -21.93%+32.2pp | 48.65%-38.3pp |
| Employer contribution / active EE | $390 | $325+19.8% | $1,206-67.7% | $2,182-82.1% |
| Participant deferral / active EE | $696 | $808-13.8% | $1,897-63.3% | $3,356-79.3% |
| Admin fee / account holder | $171 | $73+133.7% | $2,697-93.7% | $70+142.3% |