Filed December 8, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $24,763 |
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 | $38,492 | $46,732-17.6% | $156,551-75.4% | $55,167-30.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.53% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,312 | $2,105-37.7% | $5,501-76.2% | $1,963-33.2% |
| Participant deferral / active EE | $4,112 | $2,204+86.5% | $4,871-15.6% | $3,054+34.6% |
| Admin fee / account holder | $108 | $418-74.1% | $13,028-99.2% | $504-78.5% |