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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL Service code 11 · EIN 88-1100312 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Actuarial | $0 |
SEI INVESTMENTS10+ years Filed as: SEI Service code 21 · EIN 04-2542803 1 FREEDON VALLEY DR · OAKS, PA 19456 | Bank Trustee | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $362,190-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.3%-20.3pp | 9.3%-9.3pp |
| Annual return | 1.16% | 9.34%-8.2pp | 64.23%-63.1pp | 9.76%-8.6pp |
| Employer contribution / active EE | $0 | $8,010-100.0% | $31,311-100.0% | $12,965-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $251-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $354,836-100.0% | $4,785-100.0% |