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 | Sales loads (front end and deferred);... | $95,890 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $44,989 | $46,173-2.6% | $170,435-73.6% | $69,631-35.4% |
| Participation rate | 72.9% | 63.9%+9.0pp | 83.6%-10.7pp | 70.7%+2.2pp |
| Annual return | 16.84% | 21.62%-4.8pp | 205.94%-189.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $780 | $1,610-51.5% | $5,432-85.6% | $2,032-61.6% |
| Participant deferral / active EE | $2,470 | $2,080+18.7% | $4,939-50.0% | $3,224-23.4% |
| Admin fee / account holder | $159 | $116+37.1% | $13,881-98.9% | $110+44.0% |