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| Provider | Service type | Compensation |
|---|---|---|
GRAHAM GLOBAL1+ years Filed as: GRAHAM BORDELON AND CO. INC Service code 27 · EIN 72-1045872 | Advisory (Plan) | $30,311 |
TRIAD ADVISORS INC1+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $5,059 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,268 | $22,714+94.9% | $59,496-25.6% | $55,191-19.8% |
| Participation rate | 100.0% | 37.5%+62.5pp | 54.6%+45.4pp | 69.2%+30.8pp |
| Annual return | 6.20% | -44.01%+50.2pp | 182.05%-175.8pp | 10.78%-4.6pp |
| Employer contribution / active EE | $145 | $418-65.3% | $1,153-87.4% | $1,899-92.4% |
| Participant deferral / active EE | $0 | $843-100.0% | $1,829-100.0% | $3,046-100.0% |
| Admin fee / account holder | $59 | $83-29.6% | $2,232-97.4% | $91-35.4% |