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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,200 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $521 |
TRIAD ADVISORS INC2 years Filed as: TRIAD INSURANCE INC Service code 10 3500 PARKWAY LANE · NORCORSS, GA 30092 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,084 | $76,669-59.5% | $96,520-67.8% | $71,495-56.5% |
| Participation rate | 62.7% | 66.6%-3.9pp | 74.3%-11.7pp | 67.9%-5.3pp |
| Annual return | 27.51% | 48.29%-20.8pp | 35.72%-8.2pp | 28.85%-1.3pp |
| Employer contribution / active EE | $1,068 | $3,031-64.8% | $3,739-71.4% | $2,589-58.7% |
| Participant deferral / active EE | $1,820 | $3,771-51.7% | $4,879-62.7% | $4,291-57.6% |
| Admin fee / account holder | $303 | $2,028-85.0% | $6,733-95.5% | $1,588-80.9% |