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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $72,214 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,831 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,767 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,546 | $106,264-39.3% | $147,117-56.1% | $77,762-17.0% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.0pp | 70.6%+19.6pp |
| Annual return | 16.26% | 56.94%-40.7pp | 420.54%-404.3pp | 31.27%-15.0pp |
| Employer contribution / active EE | $3,616 | $4,074-11.2% | $4,932-26.7% | $2,728+32.5% |
| Participant deferral / active EE | $9,602 | $8,003+20.0% | $8,065+19.1% | $4,651+106.5% |
| Admin fee / account holder | $232 | $334-30.7% | $12,993-98.2% | $433-46.5% |