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 | $94,699-65.6% | $185,441-82.4% | $65,306-50.1% |
| Participation rate | 91.8% | 64.2%+27.6pp | 80.3%+11.6pp | 57.7%+34.1pp |
| Annual return | 7.48% | 16.71%-9.2pp | 20.16%-12.7pp | 21.94%-14.5pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,672-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,711 | $3,568+4.0% | $6,152-39.7% | $2,959+25.4% |
| Admin fee / account holder | $93 | $4,797-98.1% | $17,890-99.5% | $3,480-97.3% |