Filed May 17, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $107,980 |
MERCER2 years Service code 26 · EIN 30-0282430 | Advisory (Participants) | $33,333 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $155,186 | $84,948+82.7% | $70,492+120.1% | $73,415+111.4% |
| Participation rate | 95.7% | 79.9%+15.8pp | 75.1%+20.7pp | 72.2%+23.5pp |
| Annual return | 14.35% | 13.39%+1.0pp | 109.16%-94.8pp | 59.30%-44.9pp |
| Employer contribution / active EE | $8,102 | $2,834+185.9% | $2,738+195.9% | $2,234+262.7% |
| Participant deferral / active EE | $8,720 | $3,387+157.4% | $3,711+135.0% | $3,806+129.1% |
| Admin fee / account holder | $81 | $98-17.7% | $3,848-97.9% | $158-48.9% |