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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC4 years Service code 27 · EIN 65-0701248 | Advisory (Plan) | $26,585 |
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,981 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,643 | $82,674-4.9% | $125,381-37.3% | $68,486+14.8% |
| Participation rate | 80.9% | 75.1%+5.8pp | 82.4%-1.5pp | 67.9%+13.0pp |
| Annual return | -17.12% | -5.97%-11.1pp | 572.31%-589.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,562 | $3,382+5.3% | $4,815-26.0% | $2,597+37.2% |
| Participant deferral / active EE | $8,286 | $6,111+35.6% | $7,448+11.2% | $4,028+105.7% |
| Admin fee / account holder | $420 | $6,277-93.3% | $10,007-95.8% | $5,404-92.2% |