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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $28,991 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,546 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,521 | $84,948-46.4% | $70,492-35.4% | $73,415-38.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 6.32% | 13.39%-7.1pp | 109.16%-102.8pp | 59.30%-53.0pp |
| Employer contribution / active EE | $3,072 | $2,834+8.4% | $2,738+12.2% | $2,234+37.5% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,711-100.0% | $3,806-100.0% |
| Admin fee / account holder | $73 | $98-25.6% | $3,848-98.1% | $158-53.8% |