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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC3+ years Filed as: TRIAD ADVISORS, INC Service code 55 | Other Commissions | $14,319 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $10,090 |
MISTY DUNCAN3+ years Filed as: MISTY WATSON CPA PA Service code 10 PO BOX 2122 · BOONE, NC 28607 | Accounting | $6,000 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,750 |
CAPITAL GUARDIAN3+ years Filed as: CAPITAL GUARDIAN LLC Service code 55 1355 GREENWOOD CLIFF STE 250 · CHARLOTTE, NC 28204 | Other Commissions | $837 |
Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
TRIAD ADVISORS INC2 years Service code 55 5185 PEACHTREE PKWY#280 · NORCROSS, GA 300926541 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,574 | $51,466+8.0% | $78,778-29.5% | $62,293-10.8% |
| Participation rate | 69.9% | 59.8%+10.2pp | 69.2%+0.8pp | 69.5%+0.4pp |
| Annual return | 13.87% | 19.96%-6.1pp | 35.62%-21.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $638 | $827-22.9% | $1,986-67.9% | $2,042-68.8% |
| Participant deferral / active EE | $1,877 | $2,147-12.6% | $2,958-36.6% | $3,169-40.8% |
| Admin fee / account holder | $107 | $489-78.1% | $5,134-97.9% | $479-77.6% |