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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $4,491 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,197 | $36,916-50.7% | $156,551-88.4% | $57,658-68.4% |
| Participation rate | 75.7% | 63.4%+12.3pp | 84.0%-8.3pp | 70.2%+5.5pp |
| Annual return | 15.69% | 12.38%+3.3pp | 32.23%-16.5pp | 5.13%+10.6pp |
| Employer contribution / active EE | $1,845 | $1,571+17.4% | $5,501-66.5% | $1,974-6.5% |
| Participant deferral / active EE | $2,459 | $1,926+27.7% | $4,871-49.5% | $3,061-19.6% |
| Admin fee / account holder | $14 | $82-82.5% | $13,028-99.9% | $95-84.7% |