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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.8+ years Service code 10 · EIN 95-2887986 | Accounting | $5,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,902 | $163,960-72.0% | $117,529-60.9% | - |
| Participation rate | 61.6% | 66.2%-4.6pp | 70.6%-9.0pp | - |
| Annual return | -13.73% | -11.87%-1.9pp | 29.77%-43.5pp | - |
| Employer contribution / active EE | $1,542 | $2,306-33.1% | $4,179-63.1% | - |
| Participant deferral / active EE | $2,896 | $3,979-27.2% | $4,072-28.9% | - |
| Admin fee / account holder | $70 | $34,394-99.8% | $5,645-98.8% | - |