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| Provider | Service type | Compensation |
|---|---|---|
SIGMA FINANCIAL CORPORATION2 years Filed as: SIGMA FINANCIAL CORP Service code 55 · EIN 38-2472555 | Other Commissions | $16,203 |
RICHEY MAY & CO LLP1 year Filed as: RICHEY MAY & CO, LLP Service code 10 · EIN 71-0911208 | Accounting | $8,820 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,364 | $81,537-64.0% | $149,721-80.4% | $69,631-57.8% |
| Participation rate | 57.2% | 86.1%-28.9pp | 87.1%-29.9pp | 70.7%-13.5pp |
| Annual return | 25.69% | 22.79%+2.9pp | 1501.67%-1476.0pp | 27571.02%-27545.3pp |
| Employer contribution / active EE | $1,030 | $3,239-68.2% | $5,444-81.1% | $2,032-49.3% |
| Participant deferral / active EE | $4,006 | $4,994-19.8% | $6,568-39.0% | $3,224+24.3% |
| Admin fee / account holder | $43 | $107-59.5% | $11,282-99.6% | $110-60.8% |