Filed July 23, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $45,695 |
STERNE AGEE FINANCIAL SERVICES1+ years Service code 16 800 SHADES CREEK PKWY · BIRMINGHAM, AL 35209 | Consulting | $29,639 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 31 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $17,702 | $37,117-52.3% | $147,617-88.0% | $55,191-67.9% |
| Participation rate | 91.1% | 63.6%+27.5pp | 84.6%+6.5pp | 69.2%+21.9pp |
| Annual return | 2.09% | 3.44%-1.4pp | 61.98%-59.9pp | 10.78%-8.7pp |
| Employer contribution / active EE | $907 | $1,620-44.0% | $5,565-83.7% | $1,899-52.2% |
| Participant deferral / active EE | $1,038 | $1,985-47.7% | $4,895-78.8% | $3,046-65.9% |
| Admin fee / account holder | $44 | $86-49.0% | $11,611-99.6% | $91-51.9% |