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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,570 | $50,815-22.1% | $155,509-74.6% | $77,643-49.0% |
| Participation rate | 54.0% | 63.1%-9.1pp | 78.2%-24.2pp | 70.6%-16.5pp |
| Annual return | 13.47% | 34.80%-21.3pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,331 | $2,822-17.4% | $5,626-58.6% | $4,647-49.8% |
| Admin fee / account holder | $266 | $437-39.1% | $15,912-98.3% | $430-38.2% |