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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,993 |
TRIAD ADVISORS INC2 years Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 5155 PEACHTREE PKWY · NORCROSS, GA 30092 | Advisory (Plan) | $24,583 |
Service code 13 1110 N. MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $12,766 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,038 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,951 | $99,957-46.0% | $149,745-64.0% | $73,497-26.6% |
| Participation rate | 91.2% | 75.7%+15.5pp | 82.5%+8.7pp | 70.7%+20.5pp |
| Annual return | 15.63% | 53.87%-38.2pp | 276.72%-261.1pp | 28.51%-12.9pp |
| Employer contribution / active EE | $625 | $3,191-80.4% | $4,646-86.6% | $2,270-72.5% |
| Participant deferral / active EE | $3,504 | $6,073-42.3% | $6,843-48.8% | $3,740-6.3% |
| Admin fee / account holder | $294 | $551-46.7% | $9,312-96.8% | $513-42.8% |