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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 | Securities brokerage; Other fees | $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 | $101,672+361.0% | $147,117+218.6% | $74,478+529.3% |
| Participation rate | 90.4% | 75.5%+14.9pp | 82.2%+8.2pp | 67.2%+23.2pp |
| Annual return | 15.50% | 8757.83%-8742.3pp | 420.54%-405.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $16,877 | $7,305+131.0% | $8,065+109.3% | $4,350+287.9% |
| Admin fee / account holder | $767 | $1,753-56.2% | $12,993-94.1% | $1,946-60.6% |