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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $5,283 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,320 | $56,544-76.4% | $75,501-82.4% | $70,126-81.0% |
| Participation rate | 86.0% | 68.1%+17.9pp | 72.4%+13.7pp | 69.5%+16.5pp |
| Annual return | 18.76% | 23.59%-4.8pp | 27.35%-8.6pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,397 | $1,817-23.1% | $2,352-40.6% | $2,343-40.4% |
| Participant deferral / active EE | $713 | $2,580-72.4% | $3,142-77.3% | $3,332-78.6% |
| Admin fee / account holder | $57 | $3,827-98.5% | $5,801-99.0% | $4,645-98.8% |