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 | $69,095 |
TRIAD ADVISORS INC3+ years Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $34,806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $147,679 | $102,514+44.1% | $97,995+50.7% | $62,293+137.1% |
| Participation rate | 98.4% | 79.5%+18.9pp | 82.4%+16.0pp | 69.5%+28.9pp |
| Annual return | 14.81% | 32.43%-17.6pp | 23.94%-9.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $3,090 | $3,689-16.2% | $4,158-25.7% | $2,042+51.3% |
| Participant deferral / active EE | $6,555 | $5,308+23.5% | $5,097+28.6% | $3,169+106.8% |
| Admin fee / account holder | $521 | $378+37.7% | $5,943-91.2% | $479+8.6% |