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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $28,943 |
Service code 15 · EIN 01-0233374 | Recordkeeping | $9,966 |
CEA, LLP1+ years Filed as: CEA LLP Service code 10 · EIN 33-0927538 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,822 | $39,458-39.6% | $60,547-60.7% | $55,191-56.8% |
| Participation rate | 65.0% | 59.6%+5.4pp | 68.0%-2.9pp | 69.2%-4.1pp |
| Annual return | -0.86% | 3.35%-4.2pp | 335.64%-336.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $322 | $1,210-73.4% | $2,419-86.7% | $1,899-83.0% |
| Participant deferral / active EE | $979 | $2,140-54.3% | $3,328-70.6% | $3,046-67.9% |
| Admin fee / account holder | $150 | $95+57.9% | $4,536-96.7% | $91+65.5% |