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| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.7 years Filed as: RTD FINANCIAL ADVISORS Service code 26 · EIN 22-2446145 | Advisory (Participants) | $239,121 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $222,590 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 20-4780677 | Recordkeeping | $93,540 |
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 | $108,042 | $45,000+140.1% | $143,801-24.9% | $77,906+38.7% |
| Participation rate | 83.1% | 66.8%+16.3pp | 80.3%+2.8pp | 73.7%+9.4pp |
| Annual return | -13.89% | 29.03%-42.9pp | -0.04%-13.9pp | 12.16%-26.0pp |
| Employer contribution / active EE | $5,445 | $1,870+191.2% | $4,952+9.9% | $2,846+91.3% |
| Participant deferral / active EE | $5,056 | $3,157+60.2% | $5,639-10.3% | $4,805+5.2% |
| Admin fee / account holder | $199 | $98+102.3% | $14,680-98.6% | $133+50.2% |