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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Direct p... | $86,919 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,840 | $50,169+35.2% | $149,740-54.7% | $80,187-15.4% |
| Participation rate | 54.5% | 64.3%-9.8pp | 78.8%-24.3pp | 72.9%-18.5pp |
| Annual return | 14.60% | 29.82%-15.2pp | 134.51%-119.9pp | 40.40%-25.8pp |
| Employer contribution / active EE | $901 | $1,869-51.8% | $4,821-81.3% | $2,980-69.8% |
| Participant deferral / active EE | $3,939 | $3,194+23.3% | $5,683-30.7% | $5,016-21.5% |
| Admin fee / account holder | $30 | $153-80.5% | $13,222-99.8% | $145-79.5% |