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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.7+ years Service code 10 · EIN 95-2887986 | Accounting | $5,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,881 | $61,052-13.4% | $142,898-63.0% | $79,389-33.4% |
| Participation rate | 59.8% | 60.1%-0.3pp | 72.0%-12.2pp | 70.7%-10.9pp |
| Annual return | 17.26% | 16.02%+1.2pp | 5639.64%-5622.4pp | 116.89%-99.6pp |
| Employer contribution / active EE | $1,443 | $1,481-2.5% | $4,146-65.2% | $2,428-40.6% |
| Participant deferral / active EE | $2,725 | $2,879-5.3% | $3,838-29.0% | $4,046-32.6% |
| Admin fee / account holder | $65 | $659-90.2% | $6,560-99.0% | $626-89.7% |