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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANITC TRUST COMPANY Service code 13 · EIN 27-3169253 | Contract Administrator | $30,933 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,287 | $48,750-5.1% | $88,946-48.0% | $74,304-37.7% |
| Participation rate | 72.3% | 44.5%+27.8pp | 68.8%+3.4pp | 60.3%+11.9pp |
| Annual return | 13.29% | 25.91%-12.6pp | 57.82%-44.5pp | 29.43%-16.1pp |
| Employer contribution / active EE | $418 | $1,255-66.7% | $2,555-83.7% | $2,241-81.4% |
| Participant deferral / active EE | $1,624 | $2,423-33.0% | $4,581-64.5% | $3,767-56.9% |
| Admin fee / account holder | $276 | $3,756-92.6% | $8,261-96.7% | $2,969-90.7% |