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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS Service code 55 197 CLARENDON ST C 8 07 · BOSTON, MA 02116 | Other Commissions | $19,188 |
Service code 37 · EIN 04-2647786 | Loan Processing | $931 |
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 | $111,800 | $52,678+112.2% | $75,784+47.5% | $59,633+87.5% |
| Participation rate | 63.2% | 67.2%-4.0pp | 75.8%-12.6pp | 68.7%-5.5pp |
| Annual return | -0.95% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $621 | $2,193-71.7% | $3,323-81.3% | $2,203-71.8% |
| Participant deferral / active EE | $3,847 | $2,591+48.5% | $3,652+5.3% | $3,192+20.5% |
| Admin fee / account holder | $13 | $3,610-99.6% | $5,300-99.8% | $4,297-99.7% |