Filed December 3, 2003 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 500 CORPORATE PKWY · AMHERST, NY 14226 | Recordkeeping | $47,394 |
Service code 27 · EIN 32-0007845 | Advisory (Plan) | $32,900 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 26 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Advisory (Participants) | $10,144 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $644,283 | $58,888+994.1% | $178,498+260.9% | $73,493+776.7% |
| Participation rate | 96.0% | 66.2%+29.8pp | 81.9%+14.1pp | 70.7%+25.4pp |
| Annual return | 17.41% | 24.86%-7.5pp | 151.09%-133.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $16,909 | $2,236+656.2% | $5,011+237.4% | $2,270+644.9% |
| Participant deferral / active EE | $11,959 | $2,568+365.7% | $5,202+129.9% | $3,740+219.8% |
| Admin fee / account holder | $837 | $400+109.1% | $13,985-94.0% | $513+63.1% |