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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC6 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $54,735 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,419 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,700 | $95,438-52.1% | $135,982-66.4% | $74,473-38.6% |
| Participation rate | 93.8% | 78.2%+15.6pp | 81.9%+11.9pp | 70.7%+23.1pp |
| Annual return | 20.11% | 32.61%-12.5pp | 68.32%-48.2pp | 34.36%-14.2pp |
| Employer contribution / active EE | $2,577 | $3,878-33.5% | $4,859-47.0% | $2,638-2.3% |
| Participant deferral / active EE | $7,156 | $7,790-8.1% | $7,760-7.8% | $4,530+58.0% |
| Admin fee / account holder | $16 | $259-93.9% | $10,767-99.9% | $347-95.4% |