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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 | $106,247-39.2% | $147,096-56.1% | $77,714-16.9% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.0pp | 70.6%+19.6pp |
| Annual return | 16.26% | 56.87%-40.6pp | 419.75%-403.5pp | 31.26%-15.0pp |
| Employer contribution / active EE | $3,616 | $4,069-11.1% | $4,936-26.7% | $2,727+32.6% |
| Participant deferral / active EE | $9,602 | $7,996+20.1% | $8,071+19.0% | $4,649+106.5% |
| Admin fee / account holder | $232 | $338-31.5% | $13,005-98.2% | $433-46.5% |