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 | $48,425 |
SHERIDAN ROAD ADVISORS LLC8+ years Filed as: HUB INTERNATIONAL MIDWEST LTD Service code 73 · EIN 39-0672425 | Other insurance fees and expenses | $13,778 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON ARSONALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $10,267 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -17.82% | 1712.70%-1730.5pp | 179.55%-197.4pp | 39.82%-57.6pp |
| Employer contribution / active EE | $0 | $36,508-100.0% | $24,917-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $0 | $463-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |