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 CORPORATION2+ years Filed as: SIGMA PLANNING CORPORATION Service code 70 · EIN 38-2472558 | Consulting Fees | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,846 |
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 | $79,269 | $71,802+10.4% | $133,975-40.8% | $57,658+37.5% |
| Participation rate | 98.5% | 85.5%+13.1pp | 87.1%+11.5pp | 70.2%+28.3pp |
| Annual return | 7.27% | 13.51%-6.2pp | 29.29%-22.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,830 | $3,161-10.5% | $5,211-45.7% | $1,974+43.4% |
| Participant deferral / active EE | $2,760 | $4,606-40.1% | $6,282-56.1% | $3,061-9.8% |
| Admin fee / account holder | $214 | $88+144.6% | $9,324-97.7% | $95+126.9% |