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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $1,624 |
Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,784 | $44,059-73.3% | $71,671-83.6% | $69,631-83.1% |
| Participation rate | 20.3% | 60.8%-40.5pp | 68.7%-48.5pp | 70.7%-50.4pp |
| Annual return | 26.93% | 21.97%+5.0pp | 20.65%+6.3pp | 27571.02%-27544.1pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $525 | $2,370-77.9% | $3,438-84.7% | $3,224-83.7% |
| Admin fee / account holder | $13 | $108-87.6% | $5,558-99.8% | $110-87.9% |