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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 | Other Services | $41,423 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,793 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,943 | $36,916-24.3% | $156,551-82.2% | $57,658-51.5% |
| Participation rate | 56.6% | 63.4%-6.8pp | 84.0%-27.4pp | 70.2%-13.6pp |
| Annual return | 3.36% | 12.38%-9.0pp | 32.23%-28.9pp | 5.13%-1.8pp |
| Employer contribution / active EE | $803 | $1,571-48.9% | $5,501-85.4% | $1,974-59.3% |
| Participant deferral / active EE | $1,436 | $1,926-25.4% | $4,871-70.5% | $3,061-53.1% |
| Admin fee / account holder | $27 | $82-66.7% | $13,028-99.8% | $95-71.0% |