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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 45-3210377 | Securities Custodian | $9,045 |
Service code 53 15770 NORTH DALLAS PARKWAY · DALLAS, TX 75248 | Insurance Commissions | $6,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,855 | $55,636-82.3% | $81,991-88.0% | $73,493-86.6% |
| Participation rate | 40.9% | 62.3%-21.4pp | 69.3%-28.4pp | 70.7%-29.8pp |
| Annual return | 8.71% | 19.07%-10.4pp | 41.31%-32.6pp | 28.51%-19.8pp |
| Employer contribution / active EE | $413 | $1,625-74.6% | $2,498-83.5% | $2,270-81.8% |
| Participant deferral / active EE | $1,167 | $2,762-57.8% | $3,722-68.7% | $3,740-68.8% |
| Admin fee / account holder | $152 | $493-69.2% | $5,665-97.3% | $513-70.4% |