Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS Service code 99 · EIN 46-5391363 | Other Fees | $12,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,456 | $59,220-46.9% | $96,570-67.4% | $79,391-60.4% |
| Participation rate | 47.5% | 61.9%-14.4pp | 69.8%-22.3pp | 70.7%-23.2pp |
| Annual return | 21.08% | 27.08%-6.0pp | 37.79%-16.7pp | 116.88%-95.8pp |
| Employer contribution / active EE | $603 | $1,216-50.4% | $2,357-74.4% | $2,428-75.2% |
| Participant deferral / active EE | $776 | $2,948-73.7% | $3,849-79.8% | $4,046-80.8% |
| Admin fee / account holder | $4 | $659-99.3% | $6,182-99.9% | $627-99.3% |