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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.5+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $1,911 |
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 | $13,287 | $50,666-73.8% | $76,823-82.7% | $65,185-79.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 22.84% | 28.51%-5.7pp | 1166.42%-1143.6pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,458 | $1,575-7.4% | $2,302-36.7% | $2,177-33.0% |
| Participant deferral / active EE | $827 | $2,647-68.7% | $3,336-75.2% | $3,514-76.5% |
| Admin fee / account holder | $16 | $463-96.6% | $6,422-99.8% | $847-98.1% |