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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.2 years Service code 13 · EIN 95-2887986 | Contract Administrator | $6,541 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,859 | $74,706-46.6% | $75,731-47.4% | $79,389-49.8% |
| Participation rate | 79.9% | 75.3%+4.6pp | 74.8%+5.1pp | 70.7%+9.2pp |
| Annual return | 12.44% | 18.52%-6.1pp | 104.65%-92.2pp | 116.89%-104.5pp |
| Employer contribution / active EE | $1,837 | $2,590-29.1% | $2,743-33.0% | $2,428-24.4% |
| Participant deferral / active EE | $1,908 | $3,533-46.0% | $3,820-50.1% | $4,046-52.8% |
| Admin fee / account holder | $31 | $374-91.6% | $3,620-99.1% | $626-95.0% |