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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $86,123 |
Filed as: CHICAGO WEALTH MANAGEMENT, INC. Service code 33 · EIN 20-1255704 | Securities brokerage commissions and ... | $9,792 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $50 |
MID ATLANTIC CAPITAL CORPORATION4+ years 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 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $184,052 | $45,382+305.6% | $154,110+19.4% | $75,289+144.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -3.14% | -0.47%-2.7pp | 735.22%-738.4pp | -0.04%-3.1pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $54 | $89-39.3% | $13,412-99.6% | $102-47.0% |