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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $611,377 |
CAMMACK LARHETTE ADVISORS4+ years Service code 16 · EIN 20-4668732 | Consulting | $105,000 |
CARON & BLETZER, PLLC4+ years Service code 10 · EIN 04-3499945 | Accounting | $14,889 |
Filed as: MID ATLANTIC CAPITAL CORP (SUNGUARD Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $84,618 | $45,382+86.5% | $154,110-45.1% | $75,289+12.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -3.36% | -0.47%-2.9pp | 735.22%-738.6pp | -0.04%-3.3pp |
| Employer contribution / active EE | $2,923 | $1,533+90.7% | $5,298-44.8% | $2,405+21.6% |
| Participant deferral / active EE | $6,488 | $2,384+172.1% | $5,081+27.7% | $3,739+73.5% |
| Admin fee / account holder | $135 | $89+51.4% | $13,412-99.0% | $102+32.2% |