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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $86,832 |
TRIAD ADVISORS INC1 year Filed as: TRIAD INS INC Service code 55 5155 PEACHTREE PKWY STE 280 · NORCROSS, GA 30092 | Other Commissions | $42,110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,756 | $56,540-10.2% | $185,849-72.7% | $86,821-41.5% |
| Participation rate | 96.1% | 65.5%+30.6pp | 81.7%+14.4pp | 72.3%+23.8pp |
| Annual return | 15.75% | 118.20%-102.5pp | 122.10%-106.3pp | 97.94%-82.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,946 | $2,555+93.6% | $5,569-11.2% | $4,132+19.7% |
| Admin fee / account holder | $323 | $150+115.7% | $16,244-98.0% | $170+90.3% |