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 | Investment management; Direct payment... | $200,116 |
Service code 16 | Consulting | $122,167 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $60,797 | $37,196+63.4% | $154,114-60.6% | $55,725+9.1% |
| Participation rate | 88.0% | 64.1%+23.9pp | 83.0%+5.0pp | 70.9%+17.2pp |
| Annual return | -3.34% | 1319.68%-1323.0pp | 735.16%-738.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $1,406 | $1,614-12.9% | $5,298-73.5% | $2,078-32.3% |
| Participant deferral / active EE | $3,422 | $2,068+65.5% | $5,081-32.6% | $3,356+2.0% |
| Admin fee / account holder | $205 | $102+101.6% | $13,411-98.5% | $115+77.8% |