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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Shareholder... | $28,974 |
Filed as: MESIROW FINANCIAL Service code 16 353 N. CLARK ST. · CHICAGO, IL 60654 | Consulting | $6,092 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $49,262 | $52,639-6.4% | $185,117-73.4% | $62,293-20.9% |
| Participation rate | 99.2% | 63.9%+35.4pp | 77.3%+21.9pp | 69.5%+29.7pp |
| Annual return | 15.58% | 19.57%-4.0pp | 40.50%-24.9pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,262 | $1,483+52.6% | $4,182-45.9% | $2,042+10.8% |
| Participant deferral / active EE | $8,689 | $3,097+180.6% | $5,045+72.2% | $3,169+174.2% |
| Admin fee / account holder | $125 | $374-66.5% | $8,159-98.5% | $479-73.9% |