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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $385,600 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Valuation (appr... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,522 | $73,367-62.5% | $68,612-59.9% | $73,367-62.5% |
| Participation rate | 27.9% | 69.5%-41.5pp | 72.2%-44.3pp | 69.5%-41.5pp |
| Annual return | -3.82% | 173.45%-177.3pp | -4.63%+0.8pp | 173.45%-177.3pp |
| Employer contribution / active EE | $439 | $2,499-82.4% | $2,625-83.3% | $2,499-82.4% |
| Participant deferral / active EE | $898 | $4,033-77.7% | $3,311-72.9% | $4,033-77.7% |
| Admin fee / account holder | $50 | $68-27.1% | $5,131-99.0% | $68-27.1% |