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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS INC Service code 27 · EIN 20-1113894 | Advisory (Plan) | $32,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,913 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,451 | $79,169+61.0% | $100,415+26.9% | $74,478+71.1% |
| Participation rate | 96.3% | 79.4%+16.9pp | 81.5%+14.8pp | 67.2%+29.1pp |
| Annual return | 13.77% | 20.51%-6.7pp | 49.47%-35.7pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $4,974 | $3,017+64.9% | $3,943+26.1% | $2,626+89.4% |
| Participant deferral / active EE | $8,698 | $7,751+12.2% | $8,091+7.5% | $4,350+99.9% |
| Admin fee / account holder | $62 | $1,337-95.4% | $7,906-99.2% | $1,946-96.8% |