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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC7 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $55,051 |
OSAIC WEALTH INC1 year Service code 55 · EIN 93-0987232 | Other Commissions | $12,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,301 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,705 | $106,230-50.4% | $147,080-64.2% | $77,736-32.2% |
| Participation rate | 85.6% | 78.4%+7.2pp | 82.2%+3.4pp | 70.6%+15.0pp |
| Annual return | 15.39% | 56.91%-41.5pp | 420.17%-404.8pp | 31.26%-15.9pp |
| Employer contribution / active EE | $1,450 | $4,072-64.4% | $4,933-70.6% | $2,728-46.8% |
| Participant deferral / active EE | $5,654 | $8,001-29.3% | $8,066-29.9% | $4,651+21.6% |
| Admin fee / account holder | $17 | $338-94.9% | $12,989-99.9% | $433-96.0% |