Filed May 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $103,662 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORP Service code 16 P.O. BOX 27449 · NEW YORK, NY 10087 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $133,408 | $74,552+78.9% | $63,018+111.7% | $69,634+91.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 15.74% | 15.77%0pp | 87.63%-71.9pp | 27572.26%-27556.5pp |
| Employer contribution / active EE | $7,041 | $2,929+140.4% | $2,761+155.0% | $2,032+246.5% |
| Participant deferral / active EE | $7,247 | $2,974+143.6% | $3,330+117.6% | $3,224+124.8% |
| Admin fee / account holder | $62 | $59+3.6% | $3,601-98.3% | $110-44.3% |