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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $71,103 |
OGLETREE DEAKINS1+ years Filed as: OLGETREE, DEAKINS, NASH, SMOAK & ST Service code 29 · EIN 57-1044820 | Legal | $18,491 |
MPCOMPANY LLP1+ years Filed as: MCMILLAN, PATE & COMPANY, LLP Service code 10 · EIN 56-1945391 | Accounting | $12,900 |
KOVACK SECURITIES INC1+ years Filed as: KOVACK ADVISORS Service code 16 · EIN 20-0981614 | Consulting | $12,735 |
L M KOHN & COMPANY1+ years Filed as: L.M. KOHN & COMPANY Service code 16 · EIN 31-1311805 | Consulting | $5,553 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $36,194 | $56,640-36.1% | $80,977-55.3% | $57,658-37.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | -1.19% | 19.97%-21.2pp | 17.11%-18.3pp | 5.13%-6.3pp |
| Employer contribution / active EE | $4,074 | $2,085+95.4% | $3,715+9.7% | $1,974+106.4% |
| Participant deferral / active EE | $0 | $4,944-100.0% | $5,696-100.0% | $3,061-100.0% |
| Admin fee / account holder | $85 | $87-2.3% | $5,517-98.5% | $95-10.0% |