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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $45,395 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $55,787 | $69,305-19.5% | $82,313-32.2% | $69,631-19.9% |
| Participation rate | 91.3% | 80.3%+11.0pp | 76.9%+14.4pp | 70.7%+20.6pp |
| Annual return | 20.14% | 21.47%-1.3pp | 25.88%-5.7pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $2,416 | $1,887+28.1% | $2,428-0.5% | $2,032+18.9% |
| Participant deferral / active EE | $2,623 | $3,568-26.5% | $3,706-29.2% | $3,224-18.6% |
| Admin fee / account holder | $163 | $97+67.4% | $5,608-97.1% | $110+47.3% |