Filed May 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $80,134 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP Service code 16 P.O. BOX 27449 · NEW YORK, NY 10087 | Consulting | $40,000 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $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 | $114,154 | $67,166+70.0% | $57,357+99.0% | $55,191+106.8% |
| Participation rate | 95.2% | 77.7%+17.5pp | 75.1%+20.1pp | 69.2%+26.1pp |
| Annual return | 1.18% | 4.22%-3.0pp | 24.41%-23.2pp | 10.78%-9.6pp |
| Employer contribution / active EE | $7,015 | $2,812+149.5% | $2,689+160.9% | $1,899+269.4% |
| Participant deferral / active EE | $7,033 | $2,835+148.1% | $3,162+122.4% | $3,046+130.9% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |