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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC10+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $9,940 |
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 | $64,106 | $29,525+117.1% | $56,033+14.4% | $77,736-17.5% |
| Participation rate | 95.4% | 32.7%+62.7pp | 52.5%+42.9pp | 70.6%+24.8pp |
| Annual return | 1.27% | 18.90%-17.6pp | 1711.38%-1710.1pp | 31.26%-30.0pp |
| Employer contribution / active EE | $5,798 | $569+918.4% | $1,041+457.0% | $2,728+112.5% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,954-100.0% | $4,651-100.0% |
| Admin fee / account holder | $21 | $1,040-98.0% | $2,827-99.2% | $433-95.1% |