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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC2 years Service code 27 · EIN 65-0701248 | Advisory (Plan) | $23,746 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,835 |
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 | $78,570 | $98,776-20.5% | $149,745-47.5% | $79,856-1.6% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.5%+2.2pp | 69.6%+15.1pp |
| Annual return | 17.58% | 27.38%-9.8pp | 276.72%-259.1pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,978 | $3,217-38.5% | $4,646-57.4% | $2,471-19.9% |
| Participant deferral / active EE | $8,663 | $5,681+52.5% | $6,843+26.6% | $3,741+131.6% |
| Admin fee / account holder | $340 | $6,053-94.4% | $9,312-96.3% | $5,306-93.6% |