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 | $95,904-66.0% | $173,730-81.2% | $64,340-49.3% |
| Participation rate | 91.8% | 60.6%+31.2pp | 79.6%+12.2pp | 55.2%+36.6pp |
| Annual return | 7.48% | 17.47%-10.0pp | 19.96%-12.5pp | 24.14%-16.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,711 | $3,488+6.4% | $6,326-41.3% | $2,980+24.5% |
| Admin fee / account holder | $93 | $5,089-98.2% | $17,523-99.5% | $3,703-97.5% |