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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $77,823 |
TRIAD ADVISORS INC2 years Filed as: TRIAD INS INC Service code 55 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Other Commissions | $37,972 |
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 | $36,848 | $46,332-20.5% | $143,799-74.4% | $64,819-43.2% |
| Participation rate | 52.4% | 64.2%-11.9pp | 80.3%-27.9pp | 71.5%-19.1pp |
| Annual return | -16.54% | -10.05%-6.5pp | -0.04%-16.5pp | 32.84%-49.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,561 | $2,647-3.2% | $5,638-54.6% | $4,311-40.6% |
| Admin fee / account holder | $247 | $154+60.6% | $14,677-98.3% | $188+31.5% |