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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC4+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $53,180 |
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 | $54,704 | $23,224+135.5% | $71,089-23.0% | $55,725-1.8% |
| Participation rate | 97.1% | 37.9%+59.3pp | 54.6%+42.5pp | 70.9%+26.3pp |
| Annual return | 12.69% | -2.87%+15.6pp | 650.65%-638.0pp | 244.93%-232.2pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,873-100.0% | $3,356-100.0% |
| Admin fee / account holder | $80 | $118-32.3% | $3,082-97.4% | $115-30.7% |