Filed March 26, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC2+ years Service code 27 5155 PEACHTREE PKWY · NORCROSS, GA 30092 | Advisory (Plan) | $14,722 |
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $63 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,497 | $75,183-36.8% | $123,894-61.7% | $55,167-13.9% |
| Participation rate | 95.0% | 72.8%+22.1pp | 81.4%+13.5pp | 69.0%+26.0pp |
| Annual return | 6.60% | 19.01%-12.4pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $3,149 | $2,823+11.5% | $4,617-31.8% | $1,963+60.4% |
| Participant deferral / active EE | $7,279 | $5,084+43.2% | $5,984+21.6% | $3,054+138.3% |
| Admin fee / account holder | $24 | $663-96.4% | $8,357-99.7% | $504-95.2% |