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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $19,827 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS Service code 27 · EIN 65-0173164 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,814 | $99,957+65.9% | $149,730+10.7% | $73,493+125.6% |
| Participation rate | 78.8% | 75.7%+3.1pp | 82.5%-3.6pp | 70.7%+8.1pp |
| Annual return | 21.90% | 53.87%-32.0pp | 276.70%-254.8pp | 28.51%-6.6pp |
| Employer contribution / active EE | $2,537 | $3,191-20.5% | $4,645-45.4% | $2,270+11.7% |
| Participant deferral / active EE | $8,991 | $6,073+48.1% | $6,843+31.4% | $3,740+140.4% |
| Admin fee / account holder | $176 | $551-68.1% | $9,310-98.1% | $513-65.7% |