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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 | $18,220 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,269 |
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 | $123,885 | $56,894+117.7% | $84,753+46.2% | $62,881+97.0% |
| Participation rate | 63.2% | 68.5%-5.3pp | 76.6%-13.4pp | 69.3%-6.1pp |
| Annual return | 7.04% | 6.30%+0.7pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $532 | $2,400-77.8% | $3,574-85.1% | $2,281-76.7% |
| Participant deferral / active EE | $3,380 | $2,709+24.8% | $3,712-8.9% | $3,203+5.5% |
| Admin fee / account holder | $18 | $3,581-99.5% | $5,333-99.7% | $4,296-99.6% |