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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC8+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $47,580 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,902 | $30,107+175.4% | $61,501+34.8% | $64,824+27.9% |
| Participation rate | 97.9% | 36.4%+61.5pp | 52.6%+45.3pp | 71.5%+26.4pp |
| Annual return | -0.74% | -13.99%+13.2pp | 339.04%-339.8pp | 32.84%-33.6pp |
| Employer contribution / active EE | $5,460 | $537+917.4% | $1,160+370.9% | $2,507+117.8% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,125-100.0% | $4,311-100.0% |
| Admin fee / account holder | $75 | $148-49.6% | $2,132-96.5% | $188-60.2% |