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 | $80,496 |
TRIAD ADVISORS INC5+ years Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $44,531 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,713 | $103,685+54.0% | $105,387+51.5% | $65,185+145.0% |
| Participation rate | 98.5% | 83.2%+15.3pp | 82.6%+16.0pp | 70.2%+28.3pp |
| Annual return | 20.86% | 23.88%-3.0pp | 26.82%-6.0pp | 29.38%-8.5pp |
| Employer contribution / active EE | $3,177 | $3,842-17.3% | $4,213-24.6% | $2,177+46.0% |
| Participant deferral / active EE | $6,665 | $5,634+18.3% | $5,502+21.1% | $3,514+89.7% |
| Admin fee / account holder | $555 | $399+39.3% | $6,559-91.5% | $847-34.4% |