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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $20,870 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,861 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,575 | $75,388-75.4% | $123,553-85.0% | $55,725-66.7% |
| Participation rate | 85.2% | 75.7%+9.5pp | 82.3%+2.9pp | 70.9%+14.3pp |
| Annual return | -2.45% | 4.48%-6.9pp | 119.21%-121.7pp | 244.93%-247.4pp |
| Employer contribution / active EE | $1,291 | $3,063-57.8% | $4,628-72.1% | $2,078-37.9% |
| Participant deferral / active EE | $3,774 | $5,651-33.2% | $6,426-41.3% | $3,356+12.5% |
| Admin fee / account holder | $11 | $120-90.5% | $9,284-99.9% | $115-90.1% |