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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $29,840 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · 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 | $20,571 | $44,229-53.5% | $155,789-86.8% | $55,191-62.7% |
| Participation rate | 80.7% | 60.8%+19.9pp | 76.1%+4.6pp | 69.2%+11.5pp |
| Annual return | 0.00% | 0.37%-0.4pp | 71.54%-71.5pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,677 | $1,317+27.3% | $3,839-56.3% | $1,899-11.7% |
| Participant deferral / active EE | $3,093 | $2,851+8.5% | $4,798-35.5% | $3,046+1.5% |
| Admin fee / account holder | $52 | $86-39.4% | $7,477-99.3% | $91-42.4% |