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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 47-1411118 | Securities brokerage; Other fees | $50,000 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB RETIREMENT & WEALTH MANAGEMENT Service code 13 | Contract Administrator | $46,954 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 10 | Accounting | $14,300 |
RPW SOLUTIONS LLC1 year 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 | $402,615 | $91,474+340.1% | $135,982+196.1% | $71,529+462.9% |
| Participation rate | 87.8% | 75.7%+12.2pp | 81.9%+5.9pp | 67.9%+19.9pp |
| Annual return | 18.99% | 29.89%-10.9pp | 68.32%-49.3pp | 28.97%-10.0pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $16,802 | $7,095+136.8% | $7,760+116.5% | $4,291+291.5% |
| Admin fee / account holder | $627 | $1,267-50.5% | $10,767-94.2% | $1,588-60.5% |