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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC TRUST COMPANY Service code 64 1251 WATERFRONT PLACE,SUITE 510 · PITTSBURGH, PA 15222 | Recordkeeping Fees | $4,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,795 | $89,652-75.7% | $141,197-84.6% | $65,186-66.6% |
| Participation rate | 47.5% | 74.7%-27.2pp | 82.5%-35.0pp | 70.2%-22.7pp |
| Annual return | 34.54% | 32.79%+1.7pp | 71.41%-36.9pp | 29.39%+5.2pp |
| Employer contribution / active EE | $802 | $3,065-73.8% | $4,736-83.1% | $2,177-63.1% |
| Participant deferral / active EE | $1,879 | $5,691-67.0% | $6,710-72.0% | $3,514-46.5% |
| Admin fee / account holder | $121 | $569-78.8% | $10,265-98.8% | $847-85.7% |