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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS Service code 26 · EIN 65-0173164 5185 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Advisory (Participants) | $13,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,113 | $75,183+51.8% | $123,894-7.9% | $55,167+106.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.38% | 19.01%-10.6pp | 47.52%-39.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $5,178 | $2,823+83.4% | $4,617+12.2% | $1,963+163.8% |
| Participant deferral / active EE | $8,195 | $5,084+61.2% | $5,984+37.0% | $3,054+168.3% |
| Admin fee / account holder | $419 | $663-36.7% | $8,357-95.0% | $504-16.8% |