Filed March 8, 2017 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $6,093 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $250 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $108,573 | $80,177+35.4% | $123,894-12.4% | $57,661+88.3% |
| Participation rate | 90.5% | 74.4%+16.0pp | 81.4%+9.0pp | 70.2%+20.2pp |
| Annual return | 9.02% | 17.90%-8.9pp | 47.52%-38.5pp | 5.13%+3.9pp |
| Employer contribution / active EE | $8,634 | $2,913+196.4% | $4,617+87.0% | $1,974+337.4% |
| Participant deferral / active EE | $6,979 | $5,130+36.0% | $5,984+16.6% | $3,061+128.0% |
| Admin fee / account holder | $6 | $106-93.9% | $8,357-99.9% | $95-93.2% |