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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 | $79,045+61.2% | $100,378+27.0% | $74,429+71.2% |
| Participation rate | 96.3% | 79.4%+16.8pp | 81.5%+14.8pp | 67.2%+29.1pp |
| Annual return | 13.77% | 20.61%-6.8pp | 49.41%-35.6pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $4,974 | $3,015+65.0% | $3,942+26.2% | $2,625+89.5% |
| Participant deferral / active EE | $8,698 | $7,751+12.2% | $8,087+7.5% | $4,348+100.0% |
| Admin fee / account holder | $62 | $1,335-95.3% | $7,899-99.2% | $1,944-96.8% |