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 | Distribution (12b-1) fees; Float reve... | $85,942 |
Service code 16 · EIN 47-1411118 | Consulting | $54,991 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID ATLANTIC CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,757 | $45,382-69.7% | $154,108-91.1% | $75,289-81.7% |
| Participation rate | 93.8% | 65.9%+27.9pp | 83.0%+10.8pp | 72.4%+21.4pp |
| Annual return | -5.99% | -0.47%-5.5pp | 735.21%-741.2pp | -0.04%-6.0pp |
| Employer contribution / active EE | $481 | $1,533-68.6% | $5,298-90.9% | $2,405-80.0% |
| Participant deferral / active EE | $1,436 | $2,384-39.8% | $5,081-71.7% | $3,739-61.6% |
| Admin fee / account holder | $69 | $89-22.8% | $13,411-99.5% | $102-32.6% |