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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $90,698 |
TRIAD ADVISORS INC3 years Filed as: TRIAD INS INC Service code 55 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Other Commissions | $40,021 |
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 | $36,149 | $47,163-23.4% | $149,696-75.9% | $74,460-51.5% |
| Participation rate | 59.4% | 63.4%-4.0pp | 78.8%-19.4pp | 70.7%-11.4pp |
| Annual return | 17.61% | 22.75%-5.1pp | 134.46%-116.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,361 | $2,730-13.5% | $5,682-58.4% | $4,530-47.9% |
| Admin fee / account holder | $230 | $343-33.0% | $13,212-98.3% | $348-34.0% |