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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC5+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $47,061 |
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 | $60,619 | $25,302+139.6% | $74,723-18.9% | $67,582-10.3% |
| Participation rate | 97.5% | 37.8%+59.6pp | 54.5%+43.0pp | 71.3%+26.2pp |
| Annual return | 7.68% | 10291.17%-10283.5pp | 753.18%-745.5pp | 378.57%-370.9pp |
| Employer contribution / active EE | $3,630 | $446+713.2% | $1,084+234.8% | $2,148+69.0% |
| Participant deferral / active EE | $0 | $954-100.0% | $1,962-100.0% | $3,539-100.0% |
| Admin fee / account holder | $71 | $108-33.8% | $3,335-97.9% | $142-49.9% |