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| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.8 years Filed as: RTD FINANCIAL ADVISORS Service code 26 · EIN 22-2446145 | Advisory (Participants) | $244,286 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $236,540 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 20-4780677 | Recordkeeping | $98,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,219 | $50,169+149.6% | $149,740-16.4% | $80,187+56.2% |
| Participation rate | 84.4% | 64.3%+20.1pp | 78.8%+5.6pp | 72.9%+11.4pp |
| Annual return | 18.30% | 29.82%-11.5pp | 134.51%-116.2pp | 40.40%-22.1pp |
| Employer contribution / active EE | $5,187 | $1,869+177.5% | $4,821+7.6% | $2,980+74.1% |
| Participant deferral / active EE | $5,168 | $3,194+61.8% | $5,683-9.1% | $5,016+3.0% |
| Admin fee / account holder | $195 | $153+27.8% | $13,222-98.5% | $145+34.6% |