Filed March 26, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1+ years Service code 55 5155 PEACHTREE PKWY STE 3230 · PEACHTREE CORNERS, GA 30092 | Other Commissions | $10,151 |
FIRST CLEARING LLC1+ years Service code 55 · EIN 23-2384840 | Other Commissions | $7,342 |
Service code 37 · EIN 04-2647786 | Loan Processing | $581 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,939 | $72,177-1.7% | $115,038-38.3% | $59,633+19.0% |
| Participation rate | 71.1% | 72.6%-1.5pp | 81.4%-10.3pp | 68.7%+2.4pp |
| Annual return | 11.23% | 12.02%-0.8pp | 26.14%-14.9pp | 2041.45%-2030.2pp |
| Employer contribution / active EE | $2,338 | $2,841-17.7% | $4,608-49.3% | $2,203+6.2% |
| Participant deferral / active EE | $7,321 | $4,783+53.1% | $6,026+21.5% | $3,192+129.4% |
| Admin fee / account holder | $7 | $4,927-99.9% | $8,175-99.9% | $4,297-99.8% |