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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS INC Service code 27 · EIN 20-1113894 | Advisory (Plan) | $26,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,657 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,956 | $69,511+58.2% | $94,664+16.2% | $71,511+53.8% |
| Participation rate | 98.0% | 78.4%+19.6pp | 80.8%+17.2pp | 67.9%+30.1pp |
| Annual return | 18.54% | 29.67%-11.1pp | 156.84%-138.3pp | 28.86%-10.3pp |
| Employer contribution / active EE | $4,725 | $2,853+65.6% | $3,673+28.6% | $2,589+82.5% |
| Participant deferral / active EE | $8,340 | $7,348+13.5% | $7,417+12.4% | $4,291+94.4% |
| Admin fee / account holder | $68 | $1,211-94.4% | $7,222-99.1% | $1,588-95.7% |