Filed August 4, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $185,358 |
Service code 16 | Consulting | $75,889 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
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 | $46,856 | $37,117+26.2% | $147,618-68.3% | $55,191-15.1% |
| Participation rate | 84.5% | 63.6%+20.9pp | 84.6%-0.2pp | 69.2%+15.3pp |
| Annual return | 1.11% | 3.44%-2.3pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,302 | $1,620-19.7% | $5,565-76.6% | $1,899-31.4% |
| Participant deferral / active EE | $2,811 | $1,985+41.6% | $4,895-42.6% | $3,046-7.7% |
| Admin fee / account holder | $2 | $86-98.1% | $11,612-100.0% | $91-98.2% |