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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,559 |
SHERIDAN ROAD ADVISORS LLC2+ years Filed as: SHERIDAN ROAD FINANCIAL Service code 99 · EIN 13-4284240 | Other Fees | $7,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,897 | $84,493-69.4% | $125,381-79.3% | $66,938-61.3% |
| Participation rate | 57.9% | 76.4%-18.5pp | 82.4%-24.5pp | 69.8%-11.9pp |
| Annual return | -17.91% | -8.49%-9.4pp | 572.31%-590.2pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,684 | $3,554-24.5% | $4,815-44.3% | $2,545+5.5% |
| Participant deferral / active EE | $5,442 | $6,783-19.8% | $7,448-26.9% | $4,238+28.4% |
| Admin fee / account holder | $95 | $685-86.1% | $10,007-99.0% | $594-83.9% |