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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRASAMERICA RETIREMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $23,628 |
Service code 27 · EIN 16-1629047 | Advisory (Plan) | $9,347 |
Filed as: RETIREMENT PLAN ADMINISTRATORS Service code 15 · EIN 58-2365498 | Recordkeeping | $5,802 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS Service code 22 | Insurance Broker | $3,001 |
TRIAD ADVISORS INC3 years Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,951 | $61,214-49.4% | $83,322-62.9% | $56,287-45.0% |
| Participation rate | 54.9% | 72.6%-17.7pp | 77.8%-22.9pp | 69.9%-15.0pp |
| Annual return | -6.91% | 0.42%-7.3pp | 10.64%-17.5pp | -9.96%+3.0pp |
| Employer contribution / active EE | $803 | $1,925-58.3% | $3,379-76.2% | $2,111-61.9% |
| Participant deferral / active EE | $3,029 | $5,091-40.5% | $5,565-45.6% | $3,350-9.6% |
| Admin fee / account holder | $328 | $512-35.9% | $7,540-95.6% | $521-37.0% |