Filed May 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $82,562 |
MERCER1 year Service code 26 · EIN 30-0282430 | Advisory (Participants) | $28,667 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $137,282 | $95,542+43.7% | $69,480+97.6% | $67,584+103.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 18.97% | 17.67%+1.3pp | 28.99%-10.0pp | 378.59%-359.6pp |
| Employer contribution / active EE | $8,171 | $2,989+173.4% | $2,780+194.0% | $2,148+280.4% |
| Participant deferral / active EE | $8,473 | $3,263+159.7% | $3,537+139.6% | $3,540+139.4% |
| Admin fee / account holder | $64 | $90-28.5% | $3,840-98.3% | $142-54.9% |