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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 72-1045872 | Advisory (Plan) | $37,967 |
TRIAD ADVISORS INC3+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $6,820 |
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 | $55,305 | $28,416+94.6% | $73,550-24.8% | $69,631-20.6% |
| Participation rate | 97.6% | 38.3%+59.2pp | 54.9%+42.6pp | 70.7%+26.9pp |
| Annual return | 31.08% | -694.13%+725.2pp | -15.16%+46.2pp | 27571.02%-27539.9pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $897-100.0% | $1,804-100.0% | $3,224-100.0% |
| Admin fee / account holder | $65 | $104-37.7% | $2,320-97.2% | $110-41.1% |