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| Provider | Service type | Compensation |
|---|---|---|
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 49 · EIN 25-1409618 | Other Services | $7,041 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,840 |
LPA INSURANCE AGENCY INC3+ years Service code 49 · EIN 68-0417308 | Other Services | $2,299 |
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 | $125,986 | $55,453+127.2% | $170,435-26.1% | $62,293+102.2% |
| Participation rate | 99.2% | 66.4%+32.9pp | 83.6%+15.6pp | 69.5%+29.7pp |
| Annual return | 16.86% | 21.38%-4.5pp | 205.94%-189.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $4,830 | $2,164+123.2% | $5,432-11.1% | $2,042+136.5% |
| Participant deferral / active EE | $4,608 | $2,303+100.1% | $4,939-6.7% | $3,169+45.4% |
| Admin fee / account holder | $22 | $455-95.1% | $13,881-99.8% | $479-95.3% |