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| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.5 years Service code 27 · EIN 22-2446145 | Advisory (Plan) | $54,111 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,342 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,693 | $52,293+27.5% | $178,499-62.6% | $73,412-9.2% |
| Participation rate | 87.7% | 65.3%+22.4pp | 81.9%+5.8pp | 72.2%+15.6pp |
| Annual return | 14.05% | 34.75%-20.7pp | 151.10%-137.1pp | 59.30%-45.2pp |
| Employer contribution / active EE | $3,992 | $1,735+130.1% | $5,011-20.3% | $2,234+78.7% |
| Participant deferral / active EE | $5,120 | $2,332+119.6% | $5,202-1.6% | $3,806+34.5% |
| Admin fee / account holder | $181 | $127+42.3% | $13,986-98.7% | $158+14.7% |