Filed May 31, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS, INC. Service code 27 · EIN 04-2442399 | Advisory (Plan) | $17,582 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,869 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,217 | $80,753-47.7% | $136,298-69.0% | $62,293-32.2% |
| Participation rate | 77.8% | 73.5%+4.2pp | 81.9%-4.1pp | 69.5%+8.3pp |
| Annual return | 25.77% | 35.83%-10.1pp | 5156.27%-5130.5pp | 28.90%-3.1pp |
| Employer contribution / active EE | $3,012 | $2,884+4.5% | $4,696-35.9% | $2,042+47.5% |
| Participant deferral / active EE | $10,055 | $5,164+94.7% | $6,247+61.0% | $3,169+217.3% |
| Admin fee / account holder | $215 | $525-59.2% | $9,244-97.7% | $479-55.2% |