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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: SHERIDAN ROAD FINANCIAL Service code 27 · EIN 13-4284239 | Advisory (Plan) | $22,648 |
WILLIAM BLAIR1+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $5,702 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,130 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,788 | $53,412+43.8% | $68,509+12.1% | $52,331+46.7% |
| Participation rate | 91.7% | 71.7%+20.1pp | 74.7%+17.0pp | 68.1%+23.6pp |
| Annual return | -0.73% | 3.42%-4.2pp | 8.27%-9.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $583 | $1,607-63.7% | $2,278-74.4% | $1,882-69.0% |
| Participant deferral / active EE | $3,714 | $2,688+38.2% | $3,382+9.8% | $3,022+22.9% |
| Admin fee / account holder | $18 | $461-96.1% | $5,275-99.7% | $592-96.9% |