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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $298,539 |
RTD FINANCIAL ADVISORS, INC.9 years Filed as: RTD FINANCIAL ADVISORS Service code 26 · EIN 22-2446145 | Advisory (Participants) | $234,267 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 20-4780677 | Recordkeeping | $103,980 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,387 | $53,204+150.7% | $155,556-14.3% | $200,096-33.3% |
| Participation rate | 84.2% | 64.1%+20.1pp | 78.2%+6.0pp | 72.0%+12.2pp |
| Annual return | 12.00% | 41.02%-29.0pp | 64.84%-52.8pp | 34.26%-22.3pp |
| Employer contribution / active EE | $5,502 | $1,850+197.4% | $4,675+17.7% | $3,038+81.1% |
| Participant deferral / active EE | $5,439 | $3,163+71.9% | $5,631-3.4% | $5,090+6.9% |
| Admin fee / account holder | $203 | $186+9.2% | $15,885-98.7% | $269-24.7% |