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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,364 |
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 5155 PEACHTREE PKWY · NORCROSS, GA 30092 | Advisory (Plan) | $19,938 |
Service code 13 1110 N. MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $9,899 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,999 | $89,652-45.3% | $141,197-65.3% | $65,186-24.8% |
| Participation rate | 93.4% | 74.7%+18.7pp | 82.5%+10.9pp | 70.2%+23.2pp |
| Annual return | 45.82% | 32.79%+13.0pp | 71.41%-25.6pp | 29.39%+16.4pp |
| Employer contribution / active EE | $572 | $3,065-81.3% | $4,736-87.9% | $2,177-73.7% |
| Participant deferral / active EE | $3,064 | $5,691-46.2% | $6,710-54.3% | $3,514-12.8% |
| Admin fee / account holder | $259 | $569-54.5% | $10,265-97.5% | $847-69.4% |