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 | $89,909 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS, INC Service code 22 · EIN 65-0824483 | Insurance Broker | $60,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,782 | $118,971+54.5% | $112,977+62.7% | $73,488+150.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 15.81% | 17.79%-2.0pp | 24.24%-8.4pp | 28.51%-12.7pp |
| Employer contribution / active EE | $3,620 | $4,091-11.5% | $4,255-14.9% | $2,270+59.4% |
| Participant deferral / active EE | $7,305 | $6,133+19.1% | $5,836+25.2% | $3,740+95.3% |
| Admin fee / account holder | $619 | $573+8.1% | $6,294-90.2% | $513+20.7% |