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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 | $78,976+61.4% | $100,383+27.0% | $74,546+71.0% |
| Participation rate | 96.3% | 79.5%+16.8pp | 81.5%+14.8pp | 67.2%+29.1pp |
| Annual return | 13.77% | 20.62%-6.9pp | 49.26%-35.5pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $4,974 | $3,019+64.8% | $3,944+26.1% | $2,624+89.5% |
| Participant deferral / active EE | $8,698 | $7,758+12.1% | $8,086+7.6% | $4,347+100.1% |
| Admin fee / account holder | $62 | $1,330-95.3% | $7,900-99.2% | $1,944-96.8% |