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 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 | $29,569+116.8% | $56,077+14.3% | $77,714-17.5% |
| Participation rate | 95.4% | 32.6%+62.7pp | 52.5%+42.9pp | 70.6%+24.8pp |
| Annual return | 1.27% | 18.90%-17.6pp | 1709.28%-1708.0pp | 31.26%-30.0pp |
| Employer contribution / active EE | $5,798 | $569+919.4% | $1,040+457.3% | $2,727+112.6% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,954-100.0% | $4,649-100.0% |
| Admin fee / account holder | $21 | $1,042-98.0% | $2,825-99.2% | $433-95.1% |