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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $60,124 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,633 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,456 |
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 | $59,331 | $95,417-37.8% | $135,974-56.4% | $74,460-20.3% |
| Participation rate | 95.1% | 78.2%+16.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 23.60% | 32.76%-9.2pp | 68.30%-44.7pp | 34.38%-10.8pp |
| Employer contribution / active EE | $4,226 | $3,878+9.0% | $4,859-13.0% | $2,638+60.2% |
| Participant deferral / active EE | $10,322 | $7,789+32.5% | $7,760+33.0% | $4,530+127.9% |
| Admin fee / account holder | $204 | $266-23.3% | $10,767-98.1% | $348-41.3% |