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| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.9 years Service code 27 · EIN 22-2446145 | Advisory (Plan) | $74,203 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $64,756 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,877 | $50,820+31.6% | $155,567-57.0% | $77,671-13.9% |
| Participation rate | 97.5% | 63.1%+34.4pp | 78.2%+19.3pp | 70.6%+26.9pp |
| Annual return | 11.66% | 34.85%-23.2pp | 64.74%-53.1pp | 31.21%-19.5pp |
| Employer contribution / active EE | $6,064 | $1,993+204.3% | $4,674+29.7% | $2,726+122.4% |
| Participant deferral / active EE | $6,036 | $2,823+113.8% | $5,628+7.2% | $4,648+29.9% |
| Admin fee / account holder | $206 | $436-52.7% | $15,916-98.7% | $430-52.1% |