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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $79,467 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,397 | $36,916+14.8% | $156,551-72.9% | $57,658-26.5% |
| Participation rate | 66.2% | 63.4%+2.7pp | 84.0%-17.8pp | 70.2%-4.1pp |
| Annual return | 7.42% | 12.38%-5.0pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $716 | $1,571-54.4% | $5,501-87.0% | $1,974-63.7% |
| Participant deferral / active EE | $2,268 | $1,926+17.8% | $4,871-53.4% | $3,061-25.9% |
| Admin fee / account holder | $152 | $82+84.6% | $13,028-98.8% | $95+61.0% |