Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $4,244 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $69,669 | $60,396+15.4% | $111,392-37.5% | $56,287+23.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.9%+21.1pp | 69.9%+30.1pp |
| Annual return | -3.58% | 20.26%-23.8pp | -2.06%-1.5pp | -9.96%+6.4pp |
| Employer contribution / active EE | $5,633 | $3,459+62.9% | $4,328+30.2% | $2,111+166.9% |
| Participant deferral / active EE | $0 | $4,421-100.0% | $5,567-100.0% | $3,350-100.0% |
| Admin fee / account holder | $24 | $610-96.1% | $12,266-99.8% | $521-95.4% |