Filed March 31, 2016 (most recent of 4 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $192,349 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
Filed as: MID ATLANTIC CORPORATION Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,077 | $47,456-42.9% | $172,739-84.3% | $77,787-65.2% |
| Participation rate | 76.8% | 66.3%+10.5pp | 82.6%-5.9pp | 73.2%+3.5pp |
| Annual return | 25.06% | 35.57%-10.5pp | 802.84%-777.8pp | 32.57%-7.5pp |
| Employer contribution / active EE | $1,597 | $1,574+1.5% | $5,143-68.9% | $2,504-36.2% |
| Participant deferral / active EE | $2,849 | $2,560+11.3% | $5,198-45.2% | $3,967-28.2% |
| Admin fee / account holder | $75 | $81-7.6% | $13,954-99.5% | $100-25.4% |