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| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.5 years Filed as: RTD FINANCIAL ADVISORS Service code 26 · EIN 22-2446145 | Advisory (Participants) | $181,288 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $163,477 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 20-4780677 | Recordkeeping | $83,070 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,602 | $56,095+102.5% | $178,510-36.4% | $90,274+25.8% |
| Participation rate | 84.9% | 65.6%+19.3pp | 81.9%+2.9pp | 73.4%+11.5pp |
| Annual return | 15.89% | 28.81%-12.9pp | 151.13%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $4,497 | $1,572+186.0% | $5,011-10.3% | $2,523+78.2% |
| Participant deferral / active EE | $4,416 | $2,669+65.5% | $5,202-15.1% | $4,231+4.4% |
| Admin fee / account holder | $168 | $101+67.1% | $13,988-98.8% | $114+47.5% |