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);... | $209,972 |
Service code 26 · EIN 43-1451524 | Advisory (Participants) | $50,000 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,311 | $45,000+45.1% | $143,801-54.6% | $77,906-16.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -13.48% | 29.03%-42.5pp | -0.04%-13.4pp | 12.16%-25.6pp |
| Employer contribution / active EE | $110 | $1,870-94.1% | $4,952-97.8% | $2,846-96.1% |
| Participant deferral / active EE | $7,595 | $3,157+140.6% | $5,639+34.7% | $4,805+58.0% |
| Admin fee / account holder | $99 | $98+0.9% | $14,680-99.3% | $133-25.1% |