Filed December 9, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $226,737 |
Filed as: HEALTHCARE COMMMUNITY SEC CORP Service code 16 | Consulting | $126,109 |
Filed as: HEALTHCARE COMM SECURITIES CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 42-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,475 | $37,213+27.6% | $156,551-69.7% | $63,975-25.8% |
| Participation rate | 62.0% | 65.0%-3.0pp | 84.0%-22.0pp | 71.1%-9.1pp |
| Annual return | 7.74% | 47.89%-40.1pp | 32.23%-24.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $638 | $1,357-53.0% | $5,501-88.4% | $2,182-70.8% |
| Participant deferral / active EE | $2,367 | $2,070+14.3% | $4,871-51.4% | $3,356-29.5% |
| Admin fee / account holder | $199 | $56+253.5% | $13,028-98.5% | $70+182.7% |