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 |
|---|---|---|
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 17 · EIN 23-2687978 ONE RAYMOND DRIVE · HAVERTOWN, PA 19083 | Pension Consulting | $5,700 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,421 | $57,352+28.0% | $83,830-12.4% | $64,173+14.4% |
| Participation rate | 68.4% | 68.6%-0.2pp | 76.1%-7.7pp | 69.6%-1.1pp |
| Annual return | -4.98% | 11.38%-16.4pp | 850.97%-856.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,281 | $2,546-10.4% | $3,631-37.2% | $2,381-4.2% |
| Participant deferral / active EE | $4,182 | $2,993+39.7% | $4,082+2.4% | $3,470+20.5% |
| Admin fee / account holder | $203 | $4,046-95.0% | $5,479-96.3% | $4,887-95.8% |