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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.9+ years Service code 10 · EIN 95-2887986 | Accounting | $5,301 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,435 | $48,432-14.4% | $121,210-65.8% | $71,529-42.1% |
| Participation rate | 60.3% | 54.3%+5.9pp | 69.5%-9.3pp | 67.9%-7.7pp |
| Annual return | 19.55% | 23.28%-3.7pp | 987.41%-967.9pp | 28.97%-9.4pp |
| Employer contribution / active EE | $1,262 | $1,493-15.5% | $4,171-69.7% | $2,590-51.3% |
| Participant deferral / active EE | $2,353 | $2,756-14.6% | $4,084-42.4% | $4,291-45.2% |
| Admin fee / account holder | $48 | $1,845-97.4% | $5,647-99.2% | $1,588-97.0% |