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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC3 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $37,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,361 | $100,801-69.9% | $149,745-79.7% | $73,412-58.6% |
| Participation rate | 93.0% | 77.7%+15.3pp | 82.5%+10.5pp | 72.2%+20.8pp |
| Annual return | 18.95% | 265.34%-246.4pp | 276.72%-257.8pp | 59.30%-40.3pp |
| Employer contribution / active EE | $1,750 | $3,312-47.2% | $4,646-62.3% | $2,234-21.7% |
| Participant deferral / active EE | $4,908 | $6,404-23.4% | $6,843-28.3% | $3,806+29.0% |
| Admin fee / account holder | $9 | $181-94.9% | $9,312-99.9% | $158-94.1% |