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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC6+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $50,539 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,252 | $29,369+152.8% | $77,552-4.3% | $73,412+1.1% |
| Participation rate | 98.2% | 37.9%+60.3pp | 54.2%+44.0pp | 72.2%+26.1pp |
| Annual return | 18.77% | 358.15%-339.4pp | 54.82%-36.0pp | 59.30%-40.5pp |
| Employer contribution / active EE | $3,929 | $406+868.1% | $987+298.3% | $2,234+75.9% |
| Participant deferral / active EE | $0 | $941-100.0% | $1,861-100.0% | $3,806-100.0% |
| Admin fee / account holder | $78 | $123-36.7% | $2,859-97.3% | $158-50.8% |