Filed May 7, 2020
Total covered: 275 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MANDMARBLESTONE GROUP LLC Service code 29 · EIN 20-4780677 | Legal | $26,006 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,026 | $46,173+149.1% | $170,436-32.5% | $69,631+65.2% |
| Participation rate | 65.4% | 63.9%+1.5pp | 83.6%-18.2pp | 70.7%-5.3pp |
| Annual return | 20.54% | 21.62%-1.1pp | 205.94%-185.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $6,280 | $1,610+290.2% | $5,433+15.6% | $2,032+209.1% |
| Participant deferral / active EE | $4,132 | $2,080+98.6% | $4,939-16.3% | $3,224+28.2% |
| Admin fee / account holder | $43 | $116-62.9% | $13,880-99.7% | $110-61.0% |