Filed December 8, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Investment... | $59,761 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,979 | $37,196+18.2% | $154,114-71.5% | $55,725-21.1% |
| Participation rate | 62.6% | 64.1%-1.5pp | 83.0%-20.5pp | 70.9%-8.3pp |
| Annual return | -0.26% | 1319.68%-1319.9pp | 735.16%-735.4pp | 244.93%-245.2pp |
| Employer contribution / active EE | $819 | $1,614-49.3% | $5,298-84.5% | $2,078-60.6% |
| Participant deferral / active EE | $2,729 | $2,068+32.0% | $5,081-46.3% | $3,356-18.7% |
| Admin fee / account holder | $198 | $102+94.6% | $13,411-98.5% | $115+71.6% |