Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.10+ years Filed as: RTD FINANCIAL ADVISORS Service code 27 · EIN 22-2446145 | Advisory (Plan) | $68,477 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $46,521 |
THE MANDMARBLESTONE GROUP LLC10+ years Service code 16 · EIN 20-4780677 | Consulting | $11,055 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,451 | $43,749+134.2% | $158,223-35.2% | $65,306+56.9% |
| Participation rate | 95.6% | 56.9%+38.7pp | 79.2%+16.4pp | 57.7%+38.0pp |
| Annual return | 8.22% | 19.41%-11.2pp | 52.09%-43.9pp | 21.94%-13.7pp |
| Employer contribution / active EE | $2,095 | $1,497+39.9% | $4,109-49.0% | $1,967+6.5% |
| Participant deferral / active EE | $1,944 | $2,019-3.7% | $5,467-64.4% | $2,959-34.3% |
| Admin fee / account holder | $569 | $1,930-70.5% | $16,047-96.5% | $3,480-83.7% |