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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $31,884 |
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $30,372 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $72,308 | $56,918+27.0% | $182,531-60.4% | $65,185+10.9% |
| Participation rate | 95.2% | 66.5%+28.8pp | 78.0%+17.3pp | 70.2%+25.0pp |
| Annual return | 23.30% | 27.67%-4.4pp | 148.57%-125.3pp | 29.38%-6.1pp |
| Employer contribution / active EE | $3,616 | $1,615+124.0% | $4,075-11.3% | $2,177+66.1% |
| Participant deferral / active EE | $9,207 | $3,526+161.1% | $5,525+66.6% | $3,514+162.0% |
| Admin fee / account holder | $280 | $531-47.2% | $8,593-96.7% | $847-66.9% |