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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,125 |
Filed as: SIGNATURE ESTATE & INVESTMT ADVISOR Service code 27 · EIN 95-4806910 | Advisory (Plan) | $14,115 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,223 | $100,801-75.0% | $149,745-83.2% | $73,412-65.6% |
| Participation rate | 84.2% | 77.7%+6.6pp | 82.5%+1.8pp | 72.2%+12.1pp |
| Annual return | 183.81% | 265.34%-81.5pp | 276.72%-92.9pp | 59.30%+124.5pp |
| Employer contribution / active EE | $3,802 | $3,312+14.8% | $4,646-18.2% | $2,234+70.2% |
| Participant deferral / active EE | $4,145 | $6,404-35.3% | $6,843-39.4% | $3,806+8.9% |
| Admin fee / account holder | $137 | $181-24.3% | $9,312-98.5% | $158-13.3% |