Filed July 14, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1+ years Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $36,381 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,567 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $558 |
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 | $122,695 | $89,553+37.0% | $81,367+50.8% | $52,331+134.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 82.3%+17.7pp | 68.1%+31.9pp |
| Annual return | 2.08% | 4.41%-2.3pp | -0.92%+3.0pp | 4.54%-2.5pp |
| Employer contribution / active EE | $2,887 | $3,780-23.6% | $3,930-26.5% | $1,882+53.4% |
| Participant deferral / active EE | $5,744 | $5,359+7.2% | $5,383+6.7% | $3,022+90.1% |
| Admin fee / account holder | $51 | $1,914-97.3% | $8,926-99.4% | $592-91.3% |