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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.4 years Service code 13 · EIN 95-2887986 | Contract Administrator | $14,122 |
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 | $134,404 | $85,171+57.8% | $172,753-22.2% | $72,976+84.2% |
| Participation rate | 97.9% | 70.1%+27.9pp | 82.6%+15.3pp | 69.5%+28.4pp |
| Annual return | 17.95% | 27.32%-9.4pp | 803.00%-785.1pp | 81.02%-63.1pp |
| Employer contribution / active EE | $6,510 | $3,324+95.8% | $5,144+26.5% | $2,440+166.8% |
| Participant deferral / active EE | $4,247 | $3,260+30.3% | $5,198-18.3% | $3,608+17.7% |
| Admin fee / account holder | $426 | $5,880-92.8% | $13,956-96.9% | $5,124-91.7% |