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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $13,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,027 |
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 | $44,919 | $88,122-49.0% | $141,191-68.2% | $67,579-33.5% |
| Participation rate | 87.2% | 76.5%+10.8pp | 82.5%+4.8pp | 71.3%+16.0pp |
| Annual return | 33.57% | 75.40%-41.8pp | 71.41%-37.8pp | 378.56%-345.0pp |
| Employer contribution / active EE | $3,210 | $3,224-0.4% | $4,736-32.2% | $2,148+49.5% |
| Participant deferral / active EE | $6,759 | $5,958+13.4% | $6,710+0.7% | $3,539+91.0% |
| Admin fee / account holder | $75 | $131-43.0% | $10,264-99.3% | $142-47.5% |