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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $61,647 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,355 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,432 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,162 | $104,336-34.7% | $159,455-57.3% | $86,813-21.5% |
| Participation rate | 93.8% | 77.7%+16.1pp | 82.8%+10.9pp | 72.3%+21.5pp |
| Annual return | 20.35% | 26.32%-6.0pp | 263.63%-243.3pp | 97.93%-77.6pp |
| Employer contribution / active EE | $3,803 | $3,451+10.2% | $4,830-21.3% | $2,406+58.1% |
| Participant deferral / active EE | $10,173 | $6,837+48.8% | $7,353+38.4% | $4,131+146.2% |
| Admin fee / account holder | $252 | $172+46.1% | $10,800-97.7% | $170+48.4% |