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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $35,540 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,273 | $60,165+25.1% | $74,184+1.5% | $55,167+36.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.53% | 10.00%-4.5pp | 17.74%-12.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $3,773 | $1,600+135.8% | $2,370+59.2% | $1,963+92.2% |
| Participant deferral / active EE | $467 | $2,973-84.3% | $3,550-86.8% | $3,054-84.7% |
| Admin fee / account holder | $173 | $419-58.7% | $5,586-96.9% | $504-65.6% |