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| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.7 years Service code 27 · EIN 22-2446145 | Advisory (Plan) | $59,137 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,159 |
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 | $57,392 | $46,332+23.9% | $143,799-60.1% | $64,819-11.5% |
| Participation rate | 95.7% | 64.2%+31.4pp | 80.3%+15.4pp | 71.5%+24.2pp |
| Annual return | -14.59% | -10.05%-4.5pp | -0.04%-14.5pp | 32.84%-47.4pp |
| Employer contribution / active EE | $4,787 | $1,911+150.5% | $4,952-3.3% | $2,507+91.0% |
| Participant deferral / active EE | $4,970 | $2,647+87.7% | $5,638-11.9% | $4,311+15.3% |
| Admin fee / account holder | $183 | $154+19.1% | $14,677-98.8% | $188-2.5% |