Filed March 16, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 59 · EIN 32-0169227 | Shareholder Servicing | $10,842 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID-ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 | Custodial (other than securities); Sh... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,220 | $39,245+73.8% | $64,105+6.4% | $52,331+30.4% |
| Participation rate | 65.9% | 58.2%+7.7pp | 68.2%-2.3pp | 68.1%-2.2pp |
| Annual return | -1.12% | 14.79%-15.9pp | 791.24%-792.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,176 | $736+59.7% | $1,820-35.4% | $1,882-37.5% |
| Participant deferral / active EE | $3,142 | $1,992+57.8% | $2,822+11.4% | $3,022+4.0% |
| Admin fee / account holder | $115 | $592-80.7% | $4,499-97.5% | $592-80.6% |