Filed August 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $49,734 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $36,770 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $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 | $20,766 | $37,213-44.2% | $156,551-86.7% | $63,975-67.5% |
| Participation rate | 74.1% | 65.0%+9.2pp | 84.0%-9.9pp | 71.1%+3.0pp |
| Annual return | 7.45% | 47.89%-40.4pp | 32.23%-24.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $678 | $1,357-50.0% | $5,501-87.7% | $2,182-68.9% |
| Participant deferral / active EE | $950 | $2,070-54.1% | $4,871-80.5% | $3,356-71.7% |
| Admin fee / account holder | $70 | $56+24.4% | $13,028-99.5% | $70-0.5% |