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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB RETIREMENT & WEALTH MANAGEMENT Service code 13 | Contract Administrator | $67,268 |
Service code 33 · EIN 47-1411118 | Other fees; Securities brokerage | $50,000 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 | Accounting | $15,014 |
RPW SOLUTIONS LLC2 years Service code 13 | Contract Administrator | $9,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $468,706 | $101,591+361.4% | $147,096+218.6% | $74,429+529.7% |
| Participation rate | 90.4% | 75.5%+14.9pp | 82.2%+8.2pp | 67.2%+23.2pp |
| Annual return | 15.50% | 8746.45%-8731.0pp | 419.75%-404.3pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $16,877 | $7,302+131.1% | $8,071+109.1% | $4,348+288.1% |
| Admin fee / account holder | $767 | $1,750-56.2% | $13,005-94.1% | $1,944-60.5% |