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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $129,150 |
RTD FINANCIAL ADVISORS, INC.4 years Filed as: RTD FINANCIAL ADVISORS Service code 26 · EIN 22-2446145 | Advisory (Participants) | $128,310 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 20-4780677 | Recordkeeping | $80,518 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,774 | $47,456+116.6% | $172,757-40.5% | $77,775+32.1% |
| Participation rate | 82.3% | 66.3%+16.0pp | 82.6%-0.4pp | 73.2%+9.0pp |
| Annual return | 21.95% | 35.57%-13.6pp | 803.06%-781.1pp | 32.58%-10.6pp |
| Employer contribution / active EE | $3,910 | $1,574+148.4% | $5,144-24.0% | $2,504+56.2% |
| Participant deferral / active EE | $4,375 | $2,560+70.9% | $5,198-15.8% | $3,966+10.3% |
| Admin fee / account holder | $142 | $81+75.4% | $13,956-99.0% | $100+41.7% |