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| Provider | Service type | Compensation |
|---|---|---|
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 64 · EIN 20-3691658 | Recordkeeping Fees | $9,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,818 | $44,873-73.7% | $79,467-85.1% | $56,289-79.0% |
| Participation rate | 62.7% | 68.7%-6.0pp | 73.3%-10.6pp | 69.9%-7.1pp |
| Annual return | -6.31% | 0.81%-7.1pp | 718.30%-724.6pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,121 | $2,140-47.6% | $2,800-60.0% | $2,111-46.9% |
| Participant deferral / active EE | $1,946 | $2,746-29.1% | $3,704-47.5% | $3,350-41.9% |
| Admin fee / account holder | $76 | $418-81.8% | $5,104-98.5% | $521-85.4% |