Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.4 years Service code 27 · EIN 22-2446145 | Advisory (Plan) | $46,479 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,604 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 23-1974276 | Recordkeeping | $1,500 |
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 | $65,600 | $62,928+4.2% | $172,752-62.0% | $67,579-2.9% |
| Participation rate | 75.7% | 64.5%+11.2pp | 82.6%-7.0pp | 71.3%+4.4pp |
| Annual return | 21.29% | 30.36%-9.1pp | 802.97%-781.7pp | 378.56%-357.3pp |
| Employer contribution / active EE | $3,858 | $1,636+135.8% | $5,144-25.0% | $2,148+79.6% |
| Participant deferral / active EE | $4,148 | $2,145+93.4% | $5,198-20.2% | $3,539+17.2% |
| Admin fee / account holder | $199 | $167+19.7% | $13,955-98.6% | $142+40.1% |