Filed July 14, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $67,305 |
TRIAD ADVISORS INC2+ years Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $36,523 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,274 | $91,051+43.1% | $88,497+47.2% | $55,167+136.1% |
| Participation rate | 98.4% | 79.5%+18.9pp | 82.4%+16.0pp | 69.0%+29.4pp |
| Annual return | 5.98% | 9.63%-3.7pp | 7.63%-1.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,921 | $3,430-14.8% | $4,036-27.6% | $1,963+48.8% |
| Participant deferral / active EE | $5,840 | $4,954+17.9% | $4,899+19.2% | $3,054+91.2% |
| Admin fee / account holder | $511 | $539-5.0% | $6,220-91.8% | $504+1.5% |