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; Investm... | $125,411 |
Service code 16 · EIN 47-1411118 | Consulting | $57,353 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Filed as: MID ATLANTIC CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $15,294 | $47,456-67.8% | $172,753-91.1% | $77,775-80.3% |
| Participation rate | 95.2% | 66.3%+28.9pp | 82.6%+12.5pp | 73.2%+22.0pp |
| Annual return | 21.23% | 35.57%-14.3pp | 803.00%-781.8pp | 32.58%-11.3pp |
| Employer contribution / active EE | $664 | $1,574-57.8% | $5,144-87.1% | $2,504-73.5% |
| Participant deferral / active EE | $1,615 | $2,560-36.9% | $5,198-68.9% | $3,966-59.3% |
| Admin fee / account holder | $80 | $81-0.5% | $13,956-99.4% | $100-19.7% |