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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC3 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $14,309 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,158 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,802 | $66,457-46.1% | $81,438-56.0% | $77,671-53.9% |
| Participation rate | 86.7% | 68.7%+17.9pp | 69.5%+17.2pp | 70.6%+16.1pp |
| Annual return | 13.85% | 15.93%-2.1pp | 24.74%-10.9pp | 31.21%-17.4pp |
| Employer contribution / active EE | $2,015 | $2,159-6.7% | $2,460-18.1% | $2,726-26.1% |
| Participant deferral / active EE | $4,886 | $3,679+32.8% | $3,883+25.8% | $4,648+5.1% |
| Admin fee / account holder | $21 | $583-96.4% | $5,764-99.6% | $430-95.2% |