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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 | Other Services | $6,070 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,597 |
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 | $35,971 | $44,873-19.8% | $79,466-54.7% | $56,287-36.1% |
| Participation rate | 42.9% | 68.7%-25.9pp | 73.3%-30.5pp | 69.9%-27.0pp |
| Annual return | -4.12% | 0.81%-4.9pp | 718.28%-722.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $472 | $2,140-77.9% | $2,800-83.1% | $2,111-77.6% |
| Participant deferral / active EE | $3,346 | $2,746+21.9% | $3,704-9.7% | $3,350-0.1% |
| Admin fee / account holder | $76 | $418-81.9% | $5,104-98.5% | $521-85.5% |