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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.5 years Service code 13 · EIN 95-2887986 | Contract Administrator | $11,515 |
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 | $126,354 | $58,895+114.5% | $178,503-29.2% | $73,497+71.9% |
| Participation rate | 99.0% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 14.94% | 24.86%-9.9pp | 151.12%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $6,388 | $2,236+185.7% | $5,011+27.5% | $2,270+181.4% |
| Participant deferral / active EE | $4,596 | $2,567+79.1% | $5,202-11.6% | $3,740+22.9% |
| Admin fee / account holder | $328 | $400-18.1% | $13,987-97.7% | $513-36.1% |