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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Float... | $9,463 |
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 commissions and ... | $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 | $83,311 | $67,703+23.1% | $127,803-34.8% | $65,185+27.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 18.34% | 24.36%-6.0pp | 26.14%-7.8pp | 29.38%-11.0pp |
| Employer contribution / active EE | $5,448 | $3,724+46.3% | $4,576+19.1% | $2,177+150.3% |
| Participant deferral / active EE | $0 | $4,787-100.0% | $6,023-100.0% | $3,514-100.0% |
| Admin fee / account holder | $53 | $618-91.5% | $9,399-99.4% | $847-93.8% |