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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.2 years Service code 13 · EIN 95-2887986 | Contract Administrator | $6,692 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,217 | $60,454-31.8% | $81,844-49.6% | $74,459-44.6% |
| Participation rate | 94.1% | 63.0%+31.2pp | 72.4%+21.7pp | 67.2%+26.9pp |
| Annual return | 13.90% | 16.87%-3.0pp | 778.87%-765.0pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $2,317 | $2,630-11.9% | $2,916-20.5% | $2,626-11.7% |
| Participant deferral / active EE | $4,391 | $3,398+29.2% | $4,323+1.6% | $4,350+1.0% |
| Admin fee / account holder | $40 | $1,490-97.3% | $7,355-99.5% | $1,945-97.9% |