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 |
|---|---|---|
TRIAD ADVISORS INC2 years Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 5155 PEACHTREE PKWY, SUITE 3220 · NORCROSS, GA 30092 | Advisory (Plan) | $12,658 |
Filed as: GREAT WEST LIFE AND ANNUITY INS. CO Service code 64 · EIN 84-0467907 8315 EAST ORCHARD RD · GREENWOOD, CO 80111 | Recordkeeping Fees | $9,893 |
STAMBAUGH NESS PC1 year Filed as: STAMBAUGH NESS INC. Service code 10 · EIN 23-2846715 2600 EASTERN BLVD STE 101 · YORK, PA 17402 | Accounting | $5,500 |
Filed as: PA RETIREMENT SOLUTIONS, INC Service code 13 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $2,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,573 | $60,128+2.4% | $90,440-31.9% | $79,852-22.9% |
| Participation rate | 55.4% | 65.0%-9.6pp | 72.7%-17.3pp | 69.6%-14.2pp |
| Annual return | 12.00% | 71.95%-59.9pp | 1294.38%-1282.4pp | 31.72%-19.7pp |
| Employer contribution / active EE | $726 | $2,068-64.9% | $3,263-77.8% | $2,471-70.6% |
| Participant deferral / active EE | $1,170 | $2,939-60.2% | $3,964-70.5% | $3,740-68.7% |
| Admin fee / account holder | $625 | $3,977-84.3% | $5,615-88.9% | $5,306-88.2% |