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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $32,560 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $81,664 | $59,191+38.0% | $76,767+6.4% | $56,289+45.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -2.16% | 6.62%-8.8pp | 2.43%-4.6pp | -9.96%+7.8pp |
| Employer contribution / active EE | $3,956 | $1,759+124.9% | $2,485+59.2% | $2,111+87.4% |
| Participant deferral / active EE | $579 | $3,255-82.2% | $3,852-85.0% | $3,350-82.7% |
| Admin fee / account holder | $162 | $489-66.9% | $6,675-97.6% | $521-68.9% |