Filed April 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGMA PLANNING CORPORATION Service code 15 · EIN 38-2472558 | Recordkeeping | $7,844 |
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.
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 | $26,569 | $86,332-69.2% | $125,180-78.8% | $65,185-59.2% |
| Participation rate | 92.7% | 75.3%+17.4pp | 79.8%+12.9pp | 70.2%+22.5pp |
| Annual return | 4.20% | 27.43%-23.2pp | 43.79%-39.6pp | 29.38%-25.2pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,817 | $3,537-20.4% | $4,937-42.9% | $3,514-19.8% |
| Admin fee / account holder | $84 | $609-86.2% | $9,703-99.1% | $847-90.0% |