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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Account ma... | $6,278 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $22,681 | $55,453-59.1% | $170,435-86.7% | $62,293-63.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.06% | 21.38%-3.3pp | 205.94%-187.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $3,319 | $2,164+53.4% | $5,432-38.9% | $2,042+62.5% |
| Participant deferral / active EE | $3,432 | $2,303+49.1% | $4,939-30.5% | $3,169+8.3% |
| Admin fee / account holder | $18 | $455-96.0% | $13,881-99.9% | $479-96.2% |