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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.8+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $9,095 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,222 | $50,199-73.7% | $70,098-81.1% | $66,930-80.2% |
| Participation rate | 98.0% | 66.3%+31.7pp | 70.5%+27.5pp | 69.8%+28.2pp |
| Annual return | -17.39% | -13.85%-3.5pp | 190.76%-208.2pp | 1.57%-19.0pp |
| Employer contribution / active EE | $1,743 | $1,864-6.5% | $2,560-31.9% | $2,545-31.5% |
| Participant deferral / active EE | $1,490 | $3,112-52.1% | $3,849-61.3% | $4,238-64.8% |
| Admin fee / account holder | $76 | $600-87.4% | $6,266-98.8% | $593-87.2% |