Filed November 17, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,405 |
Filed as: SHERIDAN ROAD Service code 27 · EIN 13-4284240 | Advisory (Plan) | $22,442 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,233 | $66,813-60.7% | $100,528-73.9% | $73,493-64.3% |
| Participation rate | 99.3% | 77.5%+21.8pp | 79.4%+19.9pp | 70.7%+28.6pp |
| Annual return | 12.86% | 25.70%-12.8pp | 30.90%-18.0pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,330 | $2,147+8.5% | $3,419-31.9% | $2,270+2.6% |
| Participant deferral / active EE | $4,662 | $5,883-20.7% | $6,271-25.7% | $3,740+24.7% |
| Admin fee / account holder | $260 | $512-49.2% | $8,084-96.8% | $513-49.3% |