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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $114,319 |
TRIAD ADVISORS INC4 years Filed as: TRIAD INS INC Service code 55 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Other Commissions | $45,339 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 55 18700 N HAYDEN ROAD · SCOTTDALE, AZ 85255 | Other Commissions | $4,583 |
Filed as: HORNER, TOENSEND & KENT, LLC Service code 55 600 DRESHER ROAD · HORSHAM, PA 19044 | Other Commissions | $1,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,570 | $50,820-22.1% | $155,567-74.6% | $77,671-49.1% |
| Participation rate | 54.0% | 63.1%-9.1pp | 78.2%-24.2pp | 70.6%-16.6pp |
| Annual return | 13.47% | 34.85%-21.4pp | 64.74%-51.3pp | 31.21%-17.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,331 | $2,823-17.4% | $5,628-58.6% | $4,648-49.9% |
| Admin fee / account holder | $266 | $436-39.0% | $15,916-98.3% | $430-38.2% |