Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $60,393-31.8% | $81,820-49.6% | $74,429-44.6% |
| Participation rate | 94.1% | 62.9%+31.2pp | 72.4%+21.7pp | 67.2%+26.9pp |
| Annual return | 13.90% | 16.89%-3.0pp | 777.93%-764.0pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $2,317 | $2,626-11.8% | $2,915-20.5% | $2,625-11.7% |
| Participant deferral / active EE | $4,391 | $3,397+29.3% | $4,323+1.6% | $4,348+1.0% |
| Admin fee / account holder | $40 | $1,491-97.3% | $7,391-99.5% | $1,944-97.9% |