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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 72-1045872 | Advisory (Plan) | $34,417 |
TRIAD ADVISORS INC2+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $5,892 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,998 | $23,385+96.7% | $69,182-33.5% | $57,658-20.2% |
| Participation rate | 100.0% | 37.9%+62.1pp | 55.1%+44.9pp | 70.2%+29.8pp |
| Annual return | 15.67% | -659.34%+675.0pp | -21.93%+37.6pp | 5.13%+10.5pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $843-100.0% | $1,897-100.0% | $3,061-100.0% |
| Admin fee / account holder | $63 | $82-23.1% | $2,697-97.7% | $95-33.2% |