Filed January 27, 2012 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ORCHARD HILLS CONSULTING, LLC1+ years Service code 16 · EIN 20-0847307 | Consulting | $23,808 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $750 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,361 | $37,039-45.0% | $147,618-86.2% | $59,188-65.6% |
| Participation rate | 76.0% | 63.8%+12.2pp | 84.6%-8.6pp | 69.4%+6.6pp |
| Annual return | -2.45% | 7.19%-9.6pp | 61.98%-64.4pp | 5.51%-8.0pp |
| Employer contribution / active EE | $2,149 | $1,353+58.8% | $5,564-61.4% | $2,098+2.4% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $10 | $60-83.5% | $11,612-99.9% | $92-89.2% |