Filed February 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 06-1050034 | Actuarial | $47,080 |
SHERIDAN ROAD ADVISORS LLC6+ years Filed as: HUB INTERNATIONAL MIDWEST LTD Service code 73 · EIN 39-0672425 | Other insurance fees and expenses | $8,964 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $409,661-100.0% | $733,756-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 1.7%-1.7pp |
| Annual return | 15.26% | 13.37%+1.9pp | 8.35%+6.9pp | 627.08%-611.8pp |
| Employer contribution / active EE | $0 | $19,895-100.0% | $27,010-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $0 | $180-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,421-100.0% | $1,923-100.0% |