PITTSBURGH (PRWEB) October 09, 2018
Mid Atlantic Trust Company, a leading provider of custody, brokerage, trade processing, and financial services technology, announces the release of a new tool to assist advisors and plan administrators in analyzing the investment performance of 401(k) plans.
Available at no charge to current customers, the Mid Atlantic Trust Company’s 401(k) Composite Benchmark provides in-depth analysis of investment data from over 28,000 401(k) plans. The tool, which shows rankings across a wide range of plan sizes, industries and participant risk tolerance levels, empowers those responsible for the financial well-being of others to have access to an objective measurement of their own plan’s performance.
Highlights from the report include:
- Trailing Returns vs. Annual Returns
- Hypothetical Participant Balance Analysis
- Asset Allocation
- Return Rankings
“We are excited about the introduction of this quarterly report as it can show advisors exactly how their plans, as well as those prospective ones, stack up against each other” says Tim Friday, President of Mid Atlantic Trust Company. The Mid Atlantic Trust Company 401(k) Composite Benchmark Report is available at no charge for those that sign up. This tool will enable the advisor managing plans to make sure they are on track and delivering the appropriate plan to participants.
About Mid Atlantic Trust Company: Mid Atlantic Trust is headquartered in Pierre, SD while its parent company, Mid Atlantic Capital Group, Inc. is in Pittsburgh, PA. Collectively, the Mid Atlantic companies help to provide its business partners with first-class service to its clientele. They are committed to teamwork, innovation, and reliability. Mid Atlantic’s custody, brokerage, trade processing and advisory businesses have surpassed $90 billion in account assets. To learn more about Mid Atlantic, please visit http://www.macg.com.
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