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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS INC Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $9,981 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,662 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,335 | $44,425-38.5% | $67,834-59.7% | $55,167-50.5% |
| Participation rate | 97.4% | 59.7%+37.7pp | 68.8%+28.6pp | 69.0%+28.4pp |
| Annual return | 10.45% | 17.80%-7.4pp | 138.47%-128.0pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,172 | $1,351-13.3% | $2,403-51.2% | $1,963-40.3% |
| Participant deferral / active EE | $2,620 | $2,166+21.0% | $3,160-17.1% | $3,054-14.2% |
| Admin fee / account holder | $16 | $530-97.0% | $4,622-99.7% | $504-96.9% |