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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.7 years Service code 13 · EIN 95-2887986 | Contract Administrator | $14,274 |
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 | $113,459 | $65,092+74.3% | $143,799-21.1% | $66,938+69.5% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -17.02% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $5,565 | $2,362+135.6% | $4,952+12.4% | $2,545+118.6% |
| Participant deferral / active EE | $4,311 | $2,920+47.6% | $5,638-23.5% | $4,238+1.7% |
| Admin fee / account holder | $320 | $502-36.3% | $14,677-97.8% | $594-46.0% |