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) | $22,800 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,312 |
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 | $42,668 | $77,816-45.2% | $123,549-65.5% | $64,181-33.5% |
| Participation rate | 77.9% | 74.7%+3.2pp | 82.3%-4.4pp | 69.6%+8.3pp |
| Annual return | -7.10% | 12.49%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,324 | $3,014+10.3% | $4,628-28.2% | $2,381+39.6% |
| Participant deferral / active EE | $11,313 | $5,240+115.9% | $6,426+76.1% | $3,470+226.1% |
| Admin fee / account holder | $292 | $5,519-94.7% | $9,284-96.9% | $4,887-94.0% |