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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC TRUST CO. Service code 19 · EIN 27-3169253 | Securities Custodian | $6,520 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $2,305 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,926 | $91,439-34.5% | $135,974-55.9% | $71,511-16.2% |
| Participation rate | 84.4% | 75.7%+8.8pp | 81.9%+2.5pp | 67.9%+16.5pp |
| Annual return | 33.79% | 29.90%+3.9pp | 68.30%-34.5pp | 28.86%+4.9pp |
| Employer contribution / active EE | $2,879 | $3,705-22.3% | $4,859-40.8% | $2,589+11.2% |
| Participant deferral / active EE | $8,874 | $7,093+25.1% | $7,760+14.4% | $4,291+106.8% |
| Admin fee / account holder | $46 | $1,267-96.3% | $10,767-99.6% | $1,588-97.1% |