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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC10+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $9,940 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,106 | $29,507+117.3% | $56,025+14.4% | $77,762-17.6% |
| Participation rate | 95.4% | 32.7%+62.6pp | 52.5%+42.9pp | 70.6%+24.8pp |
| Annual return | 1.27% | 18.90%-17.6pp | 1712.69%-1711.4pp | 31.27%-30.0pp |
| Employer contribution / active EE | $5,798 | $570+917.6% | $1,042+456.6% | $2,728+112.5% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,955-100.0% | $4,651-100.0% |
| Admin fee / account holder | $21 | $1,041-98.0% | $2,828-99.2% | $433-95.1% |