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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,309 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $26,857 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $8,904 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,322 | $62,928+2.2% | $172,753-62.8% | $67,582-4.8% |
| Participation rate | 82.4% | 64.5%+18.0pp | 82.6%-0.2pp | 71.3%+11.1pp |
| Annual return | 20.91% | 30.36%-9.4pp | 803.00%-782.1pp | 378.57%-357.7pp |
| Employer contribution / active EE | $1,623 | $1,636-0.8% | $5,144-68.5% | $2,148-24.5% |
| Participant deferral / active EE | $4,084 | $2,145+90.4% | $5,198-21.4% | $3,539+15.4% |
| Admin fee / account holder | $248 | $167+48.7% | $13,956-98.2% | $142+74.1% |