Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.6 years Filed as: RTD FINANCIAL ADVISORS Service code 26 · EIN 22-2446145 | Advisory (Participants) | $230,584 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $202,424 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 20-4780677 | Recordkeeping | $88,500 |
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 | $126,072 | $67,512+86.7% | $185,854-32.2% | $93,010+35.5% |
| Participation rate | 84.5% | 67.1%+17.3pp | 81.7%+2.8pp | 73.9%+10.6pp |
| Annual return | 13.91% | 21.04%-7.1pp | 122.12%-108.2pp | 158.70%-144.8pp |
| Employer contribution / active EE | $5,390 | $1,783+202.3% | $5,169+4.3% | $2,705+99.2% |
| Participant deferral / active EE | $4,748 | $3,035+56.4% | $5,569-14.7% | $4,561+4.1% |
| Admin fee / account holder | $195 | $318-38.6% | $16,246-98.8% | $152+28.5% |