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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $502,686 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $129,367 |
CAMMACK LARHETTE ADVISORS5+ years Service code 16 · EIN 20-4668732 | Consulting | $105,000 |
CARON & BLETZER, PLLC5+ years Service code 10 · EIN 04-3499945 | Accounting | $14,200 |
Filed as: MID ATLANTIC CAPITAL CORP (SUNGUARD Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $100,099 | $47,456+110.9% | $172,757-42.1% | $77,775+28.7% |
| Participation rate | 99.9% | 66.3%+33.7pp | 82.6%+17.3pp | 73.2%+26.7pp |
| Annual return | 19.84% | 35.57%-15.7pp | 803.06%-783.2pp | 32.58%-12.7pp |
| Employer contribution / active EE | $2,910 | $1,574+84.9% | $5,144-43.4% | $2,504+16.2% |
| Participant deferral / active EE | $6,544 | $2,560+155.7% | $5,198+25.9% | $3,966+65.0% |
| Admin fee / account holder | $150 | $81+85.6% | $13,956-98.9% | $100+50.0% |