Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC5 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $52,733 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,050 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,407 | $82,188-61.8% | $125,391-75.0% | $64,824-51.6% |
| Participation rate | 95.5% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -20.92% | 3.50%-24.4pp | 572.41%-593.3pp | 32.84%-53.8pp |
| Employer contribution / active EE | $1,971 | $3,617-45.5% | $4,816-59.1% | $2,507-21.4% |
| Participant deferral / active EE | $5,758 | $7,177-19.8% | $7,448-22.7% | $4,311+33.6% |
| Admin fee / account holder | $12 | $163-92.8% | $10,009-99.9% | $188-93.7% |