Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Finders' f... | $16,120 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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 | $45,644 | $41,854+9.1% | $73,836-38.2% | $52,331-12.8% |
| Participation rate | 75.6% | 66.2%+9.3pp | 73.4%+2.1pp | 68.1%+7.5pp |
| Annual return | 0.40% | 2.11%-1.7pp | 2268.06%-2267.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $2,430 | $1,920+26.5% | $2,787-12.8% | $1,882+29.1% |
| Participant deferral / active EE | $6,178 | $2,498+147.3% | $3,583+72.4% | $3,022+104.4% |
| Admin fee / account holder | $47 | $493-90.4% | $4,882-99.0% | $592-92.0% |