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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 | $101,653+361.1% | $147,080+218.7% | $74,459+529.5% |
| Participation rate | 90.4% | 75.6%+14.9pp | 82.2%+8.2pp | 67.2%+23.2pp |
| Annual return | 15.50% | 8754.98%-8739.5pp | 420.17%-404.7pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $16,877 | $7,304+131.1% | $8,066+109.2% | $4,350+288.0% |
| Admin fee / account holder | $767 | $1,752-56.2% | $12,989-94.1% | $1,945-60.5% |