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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $33,283 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $172,124 | $80,177+114.7% | $123,894+38.9% | $57,658+198.5% |
| Participation rate | 92.8% | 74.4%+18.3pp | 81.4%+11.4pp | 70.2%+22.5pp |
| Annual return | 7.16% | 17.90%-10.7pp | 47.52%-40.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $6,565 | $2,913+125.4% | $4,617+42.2% | $1,974+232.6% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $71 | $106-33.0% | $8,357-99.1% | $95-24.6% |