Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 | Other Services | $5,021 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,901 | $50,637-33.1% | $86,582-60.8% | $62,293-45.6% |
| Participation rate | 44.8% | 67.9%-23.1pp | 73.5%-28.7pp | 69.5%-24.7pp |
| Annual return | 17.94% | 20.80%-2.9pp | 965.08%-947.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $511 | $2,075-75.4% | $2,839-82.0% | $2,042-75.0% |
| Participant deferral / active EE | $3,292 | $2,611+26.1% | $3,609-8.8% | $3,169+3.9% |
| Admin fee / account holder | $58 | $413-86.0% | $4,904-98.8% | $479-87.9% |