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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 | $50,919+31.3% | $155,556-57.0% | $77,762-14.0% |
| Participation rate | 97.5% | 63.1%+34.4pp | 78.2%+19.3pp | 70.6%+26.9pp |
| Annual return | 11.66% | 34.84%-23.2pp | 64.84%-53.2pp | 31.27%-19.6pp |
| Employer contribution / active EE | $6,064 | $1,991+204.5% | $4,675+29.7% | $2,728+122.3% |
| Participant deferral / active EE | $6,036 | $2,824+113.7% | $5,631+7.2% | $4,651+29.8% |
| Admin fee / account holder | $206 | $437-52.8% | $15,885-98.7% | $433-52.4% |