Filed July 23, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $35,725 |
Service code 27 2 PERIMETER PARK · BIRMINGHAM, AL 35243 | Advisory (Plan) | $17,683 |
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $1,125 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Filed as: MID ATLANTIC CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
Filed as: TRANAMERICA RETIREMENT SOLUTIONS Service code 12 | Participant loan processing; Recordke... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,214 | $47,456-61.6% | $172,739-89.5% | $77,787-76.6% |
| Participation rate | 73.4% | 66.3%+7.1pp | 82.6%-9.3pp | 73.2%+0.1pp |
| Annual return | 21.57% | 35.57%-14.0pp | 802.84%-781.3pp | 32.57%-11.0pp |
| Employer contribution / active EE | $583 | $1,574-62.9% | $5,143-88.7% | $2,504-76.7% |
| Participant deferral / active EE | $1,337 | $2,560-47.7% | $5,198-74.3% | $3,967-66.3% |
| Admin fee / account holder | $48 | $81-41.1% | $13,954-99.7% | $100-52.4% |