Retirement plan

TRIAD 401K SAVINGS PLAN

Name: TRIAD NATIONAL SECURITY, LLC - TRIAD 401K SAVINGS PLAN (2021) Form 5500
Creator: TRIAD NATIONAL SECURITY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIAD 401K SAVINGS PLAN, TRIAD NATIONAL SECURITY, LLC

TRIAD NATIONAL SECURITY, LLCEIN 82-3291283Plan #002PY 2021

BIKINI ATOLL RD, SM 30 - LOS ALAMOS, NM 87545505-695-6568

Other plans on this EIN

2 filings

#003Retirement-$7.17B assets #001Retirement-$1.69B assets

Prospect flagsLow returnsHigh assets / participantLow employer contribution

Top hat statement on fileNQDC

Filed April 25, 2019

Plan administrator

Plan administrator name— Sign in and upgrade to view

Bikini Atoll Road, SM 30

Los Alamos State: NM Zip Code: 87545

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Plans declared (3)

Triad 2018 Restoration Plan13 emp
Triad 401(a)(17) Restoration Plan4 emp
Triad Restoration Plan10 emp

Total covered: 27 employees

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Total assets (EOY)

$919.5M

+11.9% from 2020

Total participants

3,501

-4.4% from 2020

Average account balance

$288,157

+16.2% from 2020

Annual return

13.86%

+0.14 pp from 2020

Benchmarks

See 813 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort813 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$899.93M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$340K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,643

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

84.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.45%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$76

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$149,052
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382	Bank Trustee	$38,063
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318	Accounting	$24,885
MERCER4+ years Service code 16 · EIN 13-2834414	Consulting	$23,619
USI CONSULTING GROUP2 years Filed as: USI INSURANCE SERVICES LLC Service code 49 · EIN 13-3771734	Other Services	$23,126
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615	Legal	$15,196
CURCIO WEBB1 year Service code 16 · EIN 36-4171366	Consulting	$2,491
KILPATRICK TOWNSEND4+ years Service code 29 · EIN 58-0511774	Legal	$784

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$269K

$109 / participant

Other / not subdivided$269K100.0%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$288,157

$120,450+139.2%

$159,436+80.7%

$93,030+209.7%

Participation rate

87.5%

78.0%+9.5pp

82.8%+4.7pp

73.9%+13.6pp

Annual return

13.86%

27.11%-13.2pp

263.57%-249.7pp

158.70%-144.8pp

Employer contribution / active EE

$3,526-100.0%

$4,829-100.0%

$2,706-100.0%

Participant deferral / active EE

$14,075

$7,283+93.3%

$7,352+91.4%

$4,562+208.5%

Admin fee / account holder

$84

$137-38.4%

$10,799-99.2%

$152-44.4%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$149,052

THE BANK OF NEW YORK MELLON4+ years

Filed as: BNY MELLON ASSET SERVICING

Service code 21 · EIN 13-5160382

Bank Trustee

$38,063

MOSS ADAMS LLP3 years

Service code 10 · EIN 91-0189318

Accounting

$24,885

MERCER4+ years

Service code 16 · EIN 13-2834414

Consulting

$23,619

USI CONSULTING GROUP2 years

Filed as: USI INSURANCE SERVICES LLC

Service code 49 · EIN 13-3771734

Other Services

$23,126

ALSTON & BIRD LLP1 year

Filed as: ALSTON & BIRD

Service code 29 · EIN 58-0137615

Legal

$15,196

CURCIO WEBB1 year

Service code 16 · EIN 36-4171366

Consulting

$2,491

KILPATRICK TOWNSEND4+ years

Service code 29 · EIN 58-0511774

Legal

$784

TRIAD 401K SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (3)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIAD 401K SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (3)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion