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 | Claims processing; Recordkeeping fees... | $31,006 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $5,927 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $52,637 | $67,166-21.6% | $57,356-8.2% | $55,191-4.6% |
| Participation rate | 72.4% | 77.7%-5.3pp | 75.1%-2.6pp | 69.2%+3.3pp |
| Annual return | -0.77% | 4.22%-5.0pp | 24.41%-25.2pp | 10.78%-11.5pp |
| Employer contribution / active EE | $879 | $2,812-68.7% | $2,689-67.3% | $1,899-53.7% |
| Participant deferral / active EE | $4,036 | $2,835+42.4% | $3,162+27.7% | $3,046+32.5% |
| Admin fee / account holder | $107 | $44+145.8% | $3,357-96.8% | $91+17.9% |