| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $108,571 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $35,030 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER, HOFFMAN, MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $16,500 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $5,000 |
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 commissions and ... | $0 |
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 | $34,856 | $86,791-59.8% | $115,038-69.7% | $59,188-41.1% |
| Participation rate | 92.9% | 72.8%+20.0pp | 81.4%+11.5pp | 69.4%+23.4pp |
| Annual return | 13.30% | 4.44%+8.9pp | 26.14%-12.8pp | 5.51%+7.8pp |
| Employer contribution / active EE | $1,716 | $2,950-41.8% | $4,608-62.8% | $2,098-18.2% |
| Participant deferral / active EE | $4,946 | $5,298-6.6% | $6,026-17.9% | $3,265+51.5% |
| Admin fee / account holder | $62 | $95-35.0% | $8,175-99.2% | $92-33.1% |