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| Provider | Service type | Compensation |
|---|---|---|
SIGMA FINANCIAL CORPORATION7 years Filed as: SIGMA FINANCIAL CORP Service code 55 · EIN 38-2472555 | Other Commissions | $59,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,104 |
RICHEY MAY & CO LLP1 year Filed as: RICHEY MAY & CO Service code 10 · EIN 71-0911208 | Accounting | $9,700 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,784 | $86,897-42.7% | $151,645-67.2% | $64,824-23.2% |
| Participation rate | 69.3% | 87.3%-17.9pp | 87.5%-18.2pp | 71.5%-2.1pp |
| Annual return | -16.36% | -3.57%-12.8pp | 3.34%-19.7pp | 32.84%-49.2pp |
| Employer contribution / active EE | $1,456 | $4,010-63.7% | $6,165-76.4% | $2,507-41.9% |
| Participant deferral / active EE | $6,436 | $6,690-3.8% | $8,363-23.0% | $4,311+49.3% |
| Admin fee / account holder | $42 | $153-72.7% | $11,614-99.6% | $188-77.7% |