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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD INSURANCE INC Service code 53 · EIN 65-0824483 | Insurance Commissions | $14,851 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,043 | $39,125+73.9% | $57,183+19.0% | $62,881+8.2% |
| Participation rate | 72.9% | 70.5%+2.4pp | 75.3%-2.5pp | 69.3%+3.6pp |
| Annual return | 86.29% | 9.24%+77.1pp | 14.59%+71.7pp | 20.14%+66.1pp |
| Employer contribution / active EE | $2,521 | $1,874+34.5% | $2,682-6.0% | $2,281+10.5% |
| Participant deferral / active EE | $3,802 | $2,374+60.1% | $3,096+22.8% | $3,203+18.7% |
| Admin fee / account holder | $60 | $2,593-97.7% | $3,139-98.1% | $4,296-98.6% |