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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $3,126 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $55,762 | $59,231-5.9% | $90,223-38.2% | $52,331+6.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 79.0%+21.0pp | 68.1%+31.9pp |
| Annual return | 0.15% | 3.53%-3.4pp | 1.31%-1.2pp | 4.54%-4.4pp |
| Employer contribution / active EE | $3,850 | $3,391+13.6% | $4,378-12.1% | $1,882+104.6% |
| Participant deferral / active EE | $0 | $4,659-100.0% | $5,792-100.0% | $3,022-100.0% |
| Admin fee / account holder | $15 | $515-97.1% | $7,406-99.8% | $592-97.4% |