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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1 year Service code 13 · EIN 95-2887986 | Contract Administrator | $12,787 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,441 | $77,638+38.4% | $156,551-31.4% | $62,881+70.9% |
| Participation rate | 94.8% | 71.2%+23.6pp | 84.0%+10.8pp | 69.3%+25.5pp |
| Annual return | 5.86% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $14,036 | $3,444+307.6% | $5,501+155.1% | $2,281+515.4% |
| Participant deferral / active EE | $4,515 | $3,046+48.3% | $4,871-7.3% | $3,203+41.0% |
| Admin fee / account holder | $423 | $5,561-92.4% | $13,028-96.8% | $4,296-90.1% |