Filed June 27, 2025 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
SIGMA FINANCIAL CORPORATION1+ years Filed as: SIGMA PLANNING CORPORATION Service code 70 · EIN 38-2472558 | Consulting Fees | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,094 |
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 | $76,519 | $68,413+11.8% | $123,105-37.8% | $55,191+38.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 17.32% | 6.30%+11.0pp | 13.22%+4.1pp | 10.78%+6.5pp |
| Employer contribution / active EE | $2,955 | $3,050-3.1% | $5,151-42.6% | $1,899+55.6% |
| Participant deferral / active EE | $2,583 | $4,490-42.5% | $6,229-58.5% | $3,046-15.2% |
| Admin fee / account holder | $193 | $88+120.0% | $9,014-97.9% | $91+112.8% |