Filed July 1, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $42,929 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON PC Service code 29 | Legal | $6,400 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,733 | $67,166-17.0% | $57,356-2.8% | $55,191+1.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | -0.43% | 4.22%-4.7pp | 24.41%-24.8pp | 10.78%-11.2pp |
| Employer contribution / active EE | $3,870 | $2,812+37.6% | $2,689+43.9% | $1,899+103.8% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $106 | $44+142.5% | $3,357-96.9% | $91+16.4% |