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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC4 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $48,349 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,348 |
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 | $35,936 | $104,336-65.6% | $159,487-77.5% | $86,821-58.6% |
| Participation rate | 93.3% | 77.7%+15.6pp | 82.8%+10.4pp | 72.3%+21.0pp |
| Annual return | 18.42% | 26.32%-7.9pp | 263.71%-245.3pp | 97.94%-79.5pp |
| Employer contribution / active EE | $1,908 | $3,451-44.7% | $4,831-60.5% | $2,406-20.7% |
| Participant deferral / active EE | $5,276 | $6,837-22.8% | $7,354-28.3% | $4,132+27.7% |
| Admin fee / account holder | $14 | $172-92.1% | $10,804-99.9% | $170-92.0% |