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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC2 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $30,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,008 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,526 | $88,122-71.0% | $141,197-81.9% | $67,582-62.2% |
| Participation rate | 88.8% | 76.5%+12.3pp | 82.5%+6.3pp | 71.3%+17.5pp |
| Annual return | 35.70% | 75.40%-39.7pp | 71.41%-35.7pp | 378.57%-342.9pp |
| Employer contribution / active EE | $1,682 | $3,224-47.8% | $4,736-64.5% | $2,148-21.7% |
| Participant deferral / active EE | $4,721 | $5,958-20.8% | $6,710-29.7% | $3,539+33.4% |
| Admin fee / account holder | $16 | $131-87.9% | $10,265-99.8% | $142-88.9% |