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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS Service code 55 | Other Commissions | $11,061 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,981 |
PROFESSIONAL BENEFIT SERVICES2+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OH 97302 | Contract Administrator | $1,190 |
Filed as: SIGNATOR FINANCIAL SERVICES, INC Service code 55 | Other Commissions | $922 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INC. MORNINGSTAR ASSOC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $609 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $253 |
Filed as: SIGNATOR FINANCIAL SERVICES,INC. Service code 55 777 108TH AVE · BELLEVUE, WA 98004 | Other Commissions | $0 |
Filed as: SIGNATOR INVESTORS, INC. Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,787 | $46,732-51.2% | $156,551-85.4% | $55,167-58.7% |
| Participation rate | 96.9% | 65.8%+31.1pp | 84.0%+12.9pp | 69.0%+27.9pp |
| Annual return | 9.76% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $2,650 | $2,105+25.9% | $5,501-51.8% | $1,963+35.0% |
| Participant deferral / active EE | $2,421 | $2,204+9.8% | $4,871-50.3% | $3,054-20.7% |
| Admin fee / account holder | $67 | $418-83.9% | $13,028-99.5% | $504-86.7% |