Filed May 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $86,725 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORP Service code 16 P.O. BOX 27449 · NEW YORK, NY 10087 | Consulting | $40,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $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 | $118,239 | $68,408+72.8% | $57,196+106.7% | $57,661+105.1% |
| Participation rate | 96.6% | 79.1%+17.4pp | 75.3%+21.2pp | 70.2%+26.3pp |
| Annual return | 7.02% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $6,677 | $2,869+132.7% | $2,683+148.9% | $1,974+238.3% |
| Participant deferral / active EE | $7,026 | $2,903+142.0% | $3,096+126.9% | $3,061+129.6% |
| Admin fee / account holder | $53 | $70-24.6% | $3,141-98.3% | $95-44.4% |