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| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.3 years Service code 27 · EIN 22-2446145 | Advisory (Plan) | $43,100 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,607 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 23-1974276 | Recordkeeping | $750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,849 | $37,196+44.8% | $154,108-65.1% | $55,725-3.4% |
| Participation rate | 78.2% | 64.1%+14.1pp | 83.0%-4.9pp | 70.9%+7.3pp |
| Annual return | -6.16% | 1319.68%-1325.8pp | 735.21%-741.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $3,893 | $1,614+141.2% | $5,298-26.5% | $2,078+87.3% |
| Participant deferral / active EE | $4,422 | $2,068+113.8% | $5,081-13.0% | $3,356+31.8% |
| Admin fee / account holder | $208 | $102+104.7% | $13,411-98.4% | $115+80.5% |