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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 65 · EIN 31-1214674 | Account Maintenance | $2,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $32,629 | $58,093-43.8% | $80,022-59.2% | $56,287-42.0% |
| Participation rate | 63.2% | 73.6%-10.4pp | 75.8%-12.6pp | 69.9%-6.6pp |
| Annual return | 6.94% | 34.63%-27.7pp | 11.22%-4.3pp | -9.96%+16.9pp |
| Employer contribution / active EE | $428 | $1,933-77.9% | $2,468-82.7% | $2,111-79.7% |
| Participant deferral / active EE | $3,197 | $3,136+2.0% | $3,686-13.3% | $3,350-4.6% |
| Admin fee / account holder | $58 | $623-90.7% | $6,521-99.1% | $521-88.8% |