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 27 197 CLARENDON ST · BOSTON, MN 02116 | Advisory (Plan) | $8,809 |
EPLAN ADVISORS, LLC1 year Service code 17 4300 KITTREDGE STREET · DENVER, CO 80239 | Pension Consulting | $6,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,983 | $85,766-80.2% | $136,297-87.5% | $70,131-75.8% |
| Participation rate | 58.2% | 74.2%-16.0pp | 81.9%-23.8pp | 69.5%-11.4pp |
| Annual return | 18.50% | 31.45%-13.0pp | 5156.16%-5137.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,386 | $2,966-53.3% | $4,696-70.5% | $2,342-40.8% |
| Participant deferral / active EE | $3,435 | $5,051-32.0% | $6,247-45.0% | $3,332+3.1% |
| Admin fee / account holder | $13 | $5,420-99.8% | $9,244-99.9% | $4,645-99.7% |