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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 | $29,546+117.0% | $56,441+13.6% | $77,671-17.5% |
| Participation rate | 95.4% | 32.7%+62.7pp | 52.5%+42.9pp | 70.6%+24.8pp |
| Annual return | 1.27% | 19.01%-17.7pp | 1704.21%-1702.9pp | 31.21%-29.9pp |
| Employer contribution / active EE | $5,798 | $568+920.5% | $1,039+458.0% | $2,726+112.6% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,953-100.0% | $4,648-100.0% |
| Admin fee / account holder | $21 | $1,046-98.0% | $2,829-99.2% | $430-95.1% |