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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.6 years Service code 13 · EIN 95-2887986 | Contract Administrator | $10,135 |
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 | $149,941 | $95,406+57.2% | $185,849-19.3% | $85,847+74.7% |
| Participation rate | 99.0% | 68.8%+30.2pp | 81.7%+17.2pp | 69.3%+29.6pp |
| Annual return | 15.33% | 23.59%-8.3pp | 122.10%-106.8pp | 318.61%-303.3pp |
| Employer contribution / active EE | $6,514 | $3,314+96.6% | $5,169+26.0% | $2,565+153.9% |
| Participant deferral / active EE | $4,777 | $3,424+39.5% | $5,569-14.2% | $3,952+20.9% |
| Admin fee / account holder | $521 | $7,214-92.8% | $16,244-96.8% | $6,261-91.7% |