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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CWM, LLC Service code 99 · EIN 27-4011107 13321 CALIFORNIA STREET, SUITE 100 · OMAHA, NE 68154 | Other Fees | $0 |
SIGMA FINANCIAL CORPORATION4 years Filed as: SIGMA PLANNING CORPORATION Service code 99 · EIN 38-2472558 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,889 | $84,493-6.6% | $125,381-37.1% | $66,938+17.9% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.5pp | 69.8%+26.1pp |
| Annual return | -18.72% | -8.49%-10.2pp | 572.31%-591.0pp | 1.58%-20.3pp |
| Employer contribution / active EE | $3,260 | $3,554-8.3% | $4,815-32.3% | $2,545+28.1% |
| Participant deferral / active EE | $5,942 | $6,783-12.4% | $7,448-20.2% | $4,238+40.2% |
| Admin fee / account holder | $259 | $685-62.1% | $10,007-97.4% | $594-56.3% |