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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC9+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $26,357 |
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 | $70,347 | $26,140+169.1% | $58,507+20.2% | $74,473-5.5% |
| Participation rate | 96.5% | 32.1%+64.4pp | 50.9%+45.7pp | 70.7%+25.8pp |
| Annual return | 4.61% | 32.51%-27.9pp | 4252.32%-4247.7pp | 34.36%-29.7pp |
| Employer contribution / active EE | $5,584 | $537+940.4% | $1,053+430.2% | $2,638+111.7% |
| Participant deferral / active EE | $0 | $1,075-100.0% | $1,922-100.0% | $4,530-100.0% |
| Admin fee / account holder | $45 | $652-93.1% | $2,486-98.2% | $347-87.0% |