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| Provider | Service type | Compensation |
|---|---|---|
FCG INVESTMENT COMPANY1 year Service code 27 · EIN 84-5006323 | Advisory (Plan) | $13,944 |
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $12,590 |
Service code 64 · EIN 27-1033755 | Recordkeeping Fees | $7,479 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $77,431 | $99,957-22.5% | $149,696-48.3% | $73,488+5.4% |
| Participation rate | 84.3% | 75.7%+8.6pp | 82.5%+1.9pp | 70.7%+13.7pp |
| Annual return | 12.13% | 53.87%-41.7pp | 276.60%-264.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $157 | $3,191-95.1% | $4,644-96.6% | $2,270-93.1% |
| Participant deferral / active EE | $5,027 | $6,073-17.2% | $6,842-26.5% | $3,740+34.4% |
| Admin fee / account holder | $307 | $551-44.2% | $9,309-96.7% | $513-40.1% |