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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC1+ years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $9,483 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,900 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $450 |
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 | $47,776 | $99,957-52.2% | $149,730-68.1% | $73,493-35.0% |
| Participation rate | 89.1% | 75.7%+13.4pp | 82.5%+6.7pp | 70.7%+18.5pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.70%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $2,106 | $3,191-34.0% | $4,645-54.7% | $2,270-7.2% |
| Participant deferral / active EE | $9,420 | $6,073+55.1% | $6,843+37.7% | $3,740+151.9% |
| Admin fee / account holder | $97 | $551-82.4% | $9,310-99.0% | $513-81.1% |