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 | Sales loads (front end and deferred);... | $68,953 |
Service code 16 · EIN 47-1411118 | Consulting | $48,388 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID ATLANTIC CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $17,928 | $44,989-60.2% | $170,435-89.5% | $77,958-77.0% |
| Participation rate | 88.1% | 64.6%+23.5pp | 83.6%+4.5pp | 71.6%+16.5pp |
| Annual return | 15.92% | 19.61%-3.7pp | 205.94%-190.0pp | 20.87%-5.0pp |
| Employer contribution / active EE | $674 | $1,466-54.0% | $5,432-87.6% | $2,310-70.8% |
| Participant deferral / active EE | $1,209 | $2,208-45.2% | $4,939-75.5% | $3,537-65.8% |
| Admin fee / account holder | $71 | $69+3.0% | $13,881-99.5% | $97-27.1% |