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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.2 years Service code 13 · EIN 95-2887986 | Contract Administrator | $3,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,283 | $87,106+0.2% | $105,607-17.4% | $80,935+7.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.70% | 17.01%-4.3pp | 116.11%-103.4pp | 35.66%-23.0pp |
| Employer contribution / active EE | $6,528 | $2,396+172.4% | $3,167+106.1% | $2,757+136.8% |
| Participant deferral / active EE | $18,336 | $3,986+360.0% | $5,011+265.9% | $4,299+326.5% |
| Admin fee / account holder | $38 | $8,447-99.5% | $10,958-99.6% | $6,924-99.4% |