Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $59,688 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,136 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,862 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,321 | $82,163-33.9% | $125,381-56.7% | $64,819-16.2% |
| Participation rate | 95.8% | 77.9%+18.0pp | 82.4%+13.5pp | 71.5%+24.4pp |
| Annual return | -16.53% | 3.49%-20.0pp | 572.31%-588.8pp | 32.84%-49.4pp |
| Employer contribution / active EE | $4,033 | $3,616+11.5% | $4,815-16.2% | $2,507+60.9% |
| Participant deferral / active EE | $10,246 | $7,175+42.8% | $7,448+37.6% | $4,311+137.7% |
| Admin fee / account holder | $238 | $163+45.6% | $10,007-97.6% | $188+26.5% |