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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.6+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $10,895 |
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 | $13,082 | $54,590-76.0% | $81,716-84.0% | $73,493-82.2% |
| Participation rate | 97.2% | 68.3%+28.9pp | 72.0%+25.2pp | 70.7%+26.5pp |
| Annual return | 12.75% | 17.74%-5.0pp | 29.49%-16.7pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,435 | $1,636-12.3% | $4,310-66.7% | $2,270-36.8% |
| Participant deferral / active EE | $1,020 | $2,759-63.0% | $7,108-85.6% | $3,740-72.7% |
| Admin fee / account holder | $91 | $592-84.7% | $5,159-98.2% | $513-82.3% |