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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC7+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $53,913 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,876 | $30,555+168.0% | $80,784+1.4% | $86,821-5.7% |
| Participation rate | 97.4% | 37.2%+60.1pp | 54.2%+43.2pp | 72.3%+25.1pp |
| Annual return | 13.42% | 30.35%-16.9pp | 87.31%-73.9pp | 97.94%-84.5pp |
| Employer contribution / active EE | $4,564 | $472+866.6% | $1,160+293.4% | $2,406+89.7% |
| Participant deferral / active EE | $0 | $1,050-100.0% | $2,145-100.0% | $4,132-100.0% |
| Admin fee / account holder | $86 | $135-36.7% | $3,380-97.5% | $170-49.4% |