Filed April 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
SIGMA FINANCIAL CORPORATION7 years Filed as: SIGMA PLANNING CORPORATION Service code 15 · EIN 38-2472558 | Recordkeeping | $15,033 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,608 | $91,120-64.2% | $161,149-79.8% | $64,097-49.1% |
| Participation rate | 91.8% | 62.2%+29.6pp | 78.8%+13.0pp | 55.2%+36.6pp |
| Annual return | 7.48% | 17.95%-10.5pp | 21.16%-13.7pp | 34.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $4,360-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,711 | $3,708+0.1% | $6,153-39.7% | $3,080+20.5% |
| Admin fee / account holder | $93 | $4,535-97.9% | $15,194-99.4% | $3,454-97.3% |