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| Provider | Service type | Compensation |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.8 years Service code 27 · EIN 22-2446145 | Advisory (Plan) | $62,936 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $51,888 |
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 | $63,474 | $47,163+34.6% | $149,696-57.6% | $74,460-14.8% |
| Participation rate | 97.0% | 63.4%+33.6pp | 78.8%+18.3pp | 70.7%+26.3pp |
| Annual return | 15.65% | 22.75%-7.1pp | 134.46%-118.8pp | 34.38%-18.7pp |
| Employer contribution / active EE | $5,447 | $1,907+185.7% | $4,821+13.0% | $2,638+106.5% |
| Participant deferral / active EE | $5,758 | $2,730+110.9% | $5,682+1.3% | $4,530+27.1% |
| Admin fee / account holder | $183 | $343-46.8% | $13,212-98.6% | $348-47.5% |