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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS, INC. Service code 27 5185 PEACHTREE PARKWAY,#280 · NORCROSS, GA 300926541 | Advisory (Plan) | $2,740 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $254 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 · EIN 58-1485803 3700 CRESTWOOD PARKWAY, SUITE 550 · DULUTH, GA 300967157 | Contract Administrator | $0 |
TRIAD ADVISORS INC2 years Service code 27 5185 PEACHATREE PARKWAY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,678 | $77,677-55.4% | $109,188-68.2% | $79,389-56.3% |
| Participation rate | 3.5% | 67.8%-64.3pp | 75.9%-72.4pp | 70.7%-67.2pp |
| Annual return | 5.62% | 23.44%-17.8pp | 25.76%-20.1pp | 116.89%-111.3pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $77 | $3,517-97.8% | $4,654-98.3% | $4,046-98.1% |
| Admin fee / account holder | $320 | $732-56.3% | $6,755-95.3% | $626-48.9% |