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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 | $66,459-46.1% | $81,353-56.0% | $77,736-53.9% |
| Participation rate | 86.7% | 68.7%+18.0pp | 69.5%+17.2pp | 70.6%+16.1pp |
| Annual return | 13.85% | 15.95%-2.1pp | 24.82%-11.0pp | 31.26%-17.4pp |
| Employer contribution / active EE | $2,015 | $2,156-6.6% | $2,464-18.2% | $2,728-26.1% |
| Participant deferral / active EE | $4,886 | $3,674+33.0% | $3,885+25.8% | $4,651+5.1% |
| Admin fee / account holder | $21 | $585-96.4% | $5,766-99.6% | $433-95.2% |