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| Provider | Service type | Compensation |
|---|---|---|
MID ATLANTIC CAPITAL CORPORATION10+ years Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 27 · EIN 54-1676983 | Advisory (Plan) | $30,793 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,228 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS. Service code 10 4951 LAKE BROOK DR · GLEN ALLEN, VA 23060 | Accounting | $13,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,874 | $83,023+135.9% | $102,437+91.2% | $77,762+151.9% |
| Participation rate | 23.7% | 71.5%-47.8pp | 74.5%-50.8pp | 70.6%-46.9pp |
| Annual return | 21.18% | 19.12%+2.1pp | 24.95%-3.8pp | 31.27%-10.1pp |
| Employer contribution / active EE | $369 | $3,552-89.6% | $3,871-90.5% | $2,728-86.5% |
| Participant deferral / active EE | $2,035 | $4,110-50.5% | $5,060-59.8% | $4,651-56.2% |
| Admin fee / account holder | $439 | $639-31.3% | $8,388-94.8% | $433+1.4% |