Filed August 1, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 27 · EIN 13-4284240 | Advisory (Plan) | $26,250 |
CLIFTONLARSONALLEN LLP3 years Service code 27 · EIN 41-0746749 | Advisory (Plan) | $12,380 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,100 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,521 | $185,342-54.4% | $111,306-24.1% | $86,821-2.6% |
| Participation rate | 94.2% | 81.0%+13.3pp | 77.3%+16.9pp | 72.3%+21.9pp |
| Annual return | 17.97% | 500.80%-482.8pp | 54.67%-36.7pp | 97.94%-80.0pp |
| Employer contribution / active EE | $2,857 | $2,246+27.2% | $2,732+4.6% | $2,406+18.7% |
| Participant deferral / active EE | $3,950 | $4,458-11.4% | $4,488-12.0% | $4,132-4.4% |
| Admin fee / account holder | $171 | $255-32.9% | $7,966-97.8% | $170+1.1% |