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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $82,270 |
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $41,131 |
THE MANDMARBLESTONE GROUP LLC2+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $12,100 |
THE MANDMARBLSTONE GROUP LLC2+ years Service code 13 | Contract Administrator | $10,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,689 | $91,406-23.8% | $130,062-46.4% | $74,473-6.4% |
| Participation rate | 61.4% | 77.8%-16.4pp | 78.5%-17.1pp | 70.7%-9.4pp |
| Annual return | 20.83% | 23.21%-2.4pp | -137.37%+158.2pp | 34.36%-13.5pp |
| Employer contribution / active EE | $1,406 | $2,565-45.2% | $4,322-67.5% | $2,638-46.7% |
| Participant deferral / active EE | $3,235 | $4,724-31.5% | $5,821-44.4% | $4,530-28.6% |
| Admin fee / account holder | $293 | $283+3.4% | $10,601-97.2% | $347-15.6% |