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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC TRUST COMPANY, SOUTH D Service code 21 330 POPLAR AVE. STE 103-E · PIERRE, SC 57501 | Bank Trustee | $24,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,910 | $60,788+28.2% | $85,709-9.1% | $79,391-1.9% |
| Participation rate | 66.7% | 62.1%+4.5pp | 69.9%-3.2pp | 70.7%-4.0pp |
| Annual return | 13.22% | 16.57%-3.4pp | 21.49%-8.3pp | 116.88%-103.7pp |
| Employer contribution / active EE | $0 | $1,664-100.0% | $2,619-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,556 | $2,920+56.0% | $3,924+16.1% | $4,046+12.6% |
| Admin fee / account holder | $203 | $439-53.8% | $6,876-97.1% | $627-67.6% |