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| Provider | Service type | Compensation |
|---|---|---|
SIGMA FINANCIAL CORPORATION3 years Filed as: SIGMA PLANNING CORPORATION Service code 99 · EIN 38-2472558 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Other Fees | $28,755 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,713 | $104,482-2.7% | $159,455-36.2% | $79,393+28.1% |
| Participation rate | 91.0% | 76.6%+14.4pp | 82.8%+8.2pp | 70.7%+20.3pp |
| Annual return | 15.40% | 67.96%-52.6pp | 263.63%-248.2pp | 116.87%-101.5pp |
| Employer contribution / active EE | $3,032 | $3,416-11.3% | $4,830-37.2% | $2,428+24.9% |
| Participant deferral / active EE | $6,809 | $6,467+5.3% | $7,353-7.4% | $4,046+68.3% |
| Admin fee / account holder | $295 | $711-58.6% | $10,800-97.3% | $627-53.0% |