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 | Claims processing; Sales loads (front... | $162,733 |
Service code 16 · EIN 47-1411118 | Consulting | $65,692 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION6+ years Filed as: MID ATLANTIC CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $24,029 | $56,095-57.2% | $178,503-86.5% | $90,274-73.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 25.72% | 28.81%-3.1pp | 151.12%-125.4pp | 53.97%-28.3pp |
| Employer contribution / active EE | $383 | $1,572-75.7% | $5,011-92.4% | $2,523-84.8% |
| Participant deferral / active EE | $1,928 | $2,669-27.7% | $5,202-62.9% | $4,231-54.4% |
| Admin fee / account holder | $127 | $101+26.0% | $13,987-99.1% | $114+11.1% |