Filed March 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Direct payment from th... | $46,623 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859110 | Accounting | $16,700 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,153 | $65,376-6.5% | $87,104-29.8% | $65,185-6.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 21.99% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,162 | $1,822-36.2% | $2,521-53.9% | $2,177-46.6% |
| Participant deferral / active EE | $4,283 | $3,388+26.4% | $4,048+5.8% | $3,514+21.9% |
| Admin fee / account holder | $384 | $520-26.2% | $7,491-94.9% | $847-54.7% |