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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $12,509 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,376 | $45,109-94.7% | $85,187-97.2% | $77,736-96.9% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 15.07% | 79.55%-64.5pp | 66.67%-51.6pp | 31.26%-16.2pp |
| Employer contribution / active EE | $51 | $1,602-96.8% | $2,732-98.1% | $2,728-98.1% |
| Participant deferral / active EE | $660 | $2,814-76.5% | $4,525-85.4% | $4,651-85.8% |
| Admin fee / account holder | $12 | $915-98.7% | $6,162-99.8% | $433-97.2% |