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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.10+ years Service code 10 · EIN 95-2887986 | Accounting | $14,589 |
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 | $45,631 | $52,450-13.0% | $129,384-64.7% | $74,459-38.7% |
| Participation rate | 59.4% | 53.8%+5.5pp | 69.6%-10.3pp | 67.2%-7.9pp |
| Annual return | 15.94% | 15.65%+0.3pp | 9461.77%-9445.8pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $1,582 | $1,532+3.2% | $4,153-61.9% | $2,626-39.8% |
| Participant deferral / active EE | $3,249 | $2,797+16.2% | $4,166-22.0% | $4,350-25.3% |
| Admin fee / account holder | $126 | $2,636-95.2% | $7,686-98.4% | $1,945-93.5% |