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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $33,756 |
VEID & VEID CPA'S1 year Service code 10 · EIN 51-2131378 | Accounting | $8,500 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,055 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,288 | $105,200+69.5% | $159,474+11.8% | $85,847+107.7% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.8%+7.6pp | 69.3%+21.2pp |
| Annual return | 11.74% | 45.08%-33.3pp | 263.68%-251.9pp | 318.61%-306.9pp |
| Employer contribution / active EE | $649 | $3,319-80.4% | $4,831-86.6% | $2,565-74.7% |
| Participant deferral / active EE | $6,697 | $5,946+12.6% | $7,353-8.9% | $3,952+69.4% |
| Admin fee / account holder | $111 | $6,934-98.4% | $10,802-99.0% | $6,261-98.2% |