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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 45-0134280 | Contract Administrator | $41,648 |
Filed as: MID ATLANTIC TRUST COMAPNY Service code 19 · EIN 25-1409618 | Securities Custodian | $13,473 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $184,638 | $89,367+106.6% | $141,191+30.8% | $72,975+153.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.72% | 111.87%-89.2pp | 71.41%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $7,586 | $3,115+143.5% | $4,736+60.2% | $2,440+210.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $488 | $5,957-91.8% | $10,264-95.2% | $5,124-90.5% |