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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS, INC. Service code 55 | Other Commissions | $4,940 |
Service code 13 229 FURY'S FERRY RD, STE 131 · AUGUSTA, GA 30907 | Contract Administrator | $1,472 |
Filed as: JOHN HANCOCK LIFE INS CO (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $94 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS INC. Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 30092 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,220 | $76,551-72.3% | $123,894-82.9% | $62,881-66.3% |
| Participation rate | 26.9% | 73.0%-46.1pp | 81.4%-54.5pp | 69.3%-42.4pp |
| Annual return | 7.31% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $571 | $2,882-80.2% | $4,617-87.6% | $2,281-75.0% |
| Participant deferral / active EE | $913 | $4,840-81.1% | $5,984-84.7% | $3,203-71.5% |
| Admin fee / account holder | $73 | $4,826-98.5% | $8,357-99.1% | $4,296-98.3% |