Filed December 8, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $20,932 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $8,550 |
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; Securities brok... | $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 | $36,804 | $46,360-20.6% | $147,618-75.1% | $52,331-29.7% |
| Participation rate | 93.5% | 64.9%+28.6pp | 84.6%+8.9pp | 68.1%+25.4pp |
| Annual return | 28.32% | 1.62%+26.7pp | 61.98%-33.7pp | 4.54%+23.8pp |
| Employer contribution / active EE | $1,078 | $2,126-49.3% | $5,565-80.6% | $1,882-42.7% |
| Participant deferral / active EE | $4,164 | $2,258+84.4% | $4,895-14.9% | $3,022+37.8% |
| Admin fee / account holder | $143 | $766-81.4% | $11,612-98.8% | $592-75.9% |