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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $25,355 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $79,908 | $74,552+7.2% | $63,018+26.8% | $69,634+14.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 10.95% | 15.77%-4.8pp | 87.63%-76.7pp | 27572.26%-27561.3pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,943 | $2,974-1.0% | $3,330-11.6% | $3,224-8.7% |
| Admin fee / account holder | $15 | $59-75.3% | $3,601-99.6% | $110-86.7% |