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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC2+ years Service code 27 5185 PEACHTREE PKWY 280 · NORCROSS, GA 30092 | Advisory (Plan) | $18,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,195 | $74,089-61.9% | $133,975-79.0% | $55,167-48.9% |
| Participation rate | 52.6% | 84.3%-31.7pp | 87.1%-34.5pp | 69.0%-16.4pp |
| Annual return | 17.55% | 12.11%+5.4pp | 29.29%-11.7pp | 169.23%-151.7pp |
| Employer contribution / active EE | $549 | $3,064-82.1% | $5,211-89.5% | $1,963-72.0% |
| Participant deferral / active EE | $3,524 | $4,678-24.7% | $6,282-43.9% | $3,054+15.4% |
| Admin fee / account holder | $26 | $458-94.4% | $9,324-99.7% | $504-94.9% |