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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $35,158 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST CUSTODY Service code 18 · EIN 27-3169253 | Custodial (other than securities) | $0 |
TRIAD ADVISORS INC5 years Filed as: TRIAD ADVISORS Service code 27 · EIN 65-0173164 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,579 | $106,110+19.3% | $147,005-13.9% | $77,671+63.0% |
| Participation rate | 76.2% | 78.4%-2.2pp | 82.2%-6.0pp | 70.6%+5.6pp |
| Annual return | 15.57% | 56.77%-41.2pp | 418.76%-403.2pp | 31.21%-15.6pp |
| Employer contribution / active EE | $2,523 | $4,065-37.9% | $4,934-48.9% | $2,726-7.4% |
| Participant deferral / active EE | $9,370 | $7,992+17.3% | $8,070+16.1% | $4,648+101.6% |
| Admin fee / account holder | $149 | $338-55.9% | $13,006-98.9% | $430-65.4% |