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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $78,750 |
OGLETREE DEAKINS1+ years Filed as: OLGETREE, DEAKINS, NASH, SMOAK & ST Service code 29 · EIN 57-1044820 | Legal | $44,305 |
KOVACK SECURITIES INC1+ years Filed as: KOVACK ADVISORS Service code 16 · EIN 20-0981614 | Consulting | $17,867 |
MPCOMPANY LLP1+ years Filed as: MCMILLAN, PATE & COMPANY LLP Service code 10 · EIN 56-1945391 | Accounting | $13,650 |
L M KOHN & COMPANY1+ years Filed as: L.M. KOHN & COMPANY Service code 16 · EIN 31-1311805 | Consulting | $8,788 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,550 | $68,408-59.7% | $57,181-51.8% | $57,658-52.2% |
| Participation rate | 98.2% | 79.1%+19.1pp | 75.3%+22.9pp | 70.2%+28.0pp |
| Annual return | -3.39% | 8.51%-11.9pp | 14.59%-18.0pp | 5.13%-8.5pp |
| Employer contribution / active EE | $1,488 | $2,869-48.1% | $2,682-44.5% | $1,974-24.6% |
| Participant deferral / active EE | $3,315 | $2,903+14.2% | $3,096+7.1% | $3,061+8.3% |
| Admin fee / account holder | $173 | $70+148.1% | $3,139-94.5% | $95+82.8% |