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| Provider | Service type | Compensation |
|---|---|---|
MID ATLANTIC CAPITAL CORPORATION9+ years Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 50 · EIN 54-1676983 | Direct Payment | $24,993 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,901 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN EDWARDS Service code 10 · EIN 54-0504608 | Accounting | $9,000 |
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 | $153,806 | $93,010+65.4% | $96,538+59.3% | $74,473+106.5% |
| Participation rate | 29.1% | 71.6%-42.4pp | 74.3%-45.2pp | 70.7%-41.6pp |
| Annual return | 23.97% | 37.50%-13.5pp | 35.74%-11.8pp | 34.36%-10.4pp |
| Employer contribution / active EE | $380 | $3,427-88.9% | $3,740-89.8% | $2,638-85.6% |
| Participant deferral / active EE | $1,934 | $3,971-51.3% | $4,880-60.4% | $4,530-57.3% |
| Admin fee / account holder | $360 | $633-43.2% | $6,737-94.7% | $347+3.7% |