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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $21,238 |
SHERIDAN ROAD ADVISORS LLC3+ years Filed as: SHERIDAN ROAD FINANCIAL Service code 99 · EIN 13-4284240 | Other Fees | $7,703 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 13-4284240 | Advisory (Participants) | $629 |
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 | $40,417 | $91,424-55.8% | $135,942-70.3% | $71,495-43.5% |
| Participation rate | 65.4% | 75.7%-10.2pp | 81.9%-16.5pp | 67.9%-2.5pp |
| Annual return | 30.18% | 29.90%+0.3pp | 68.28%-38.1pp | 28.85%+1.3pp |
| Employer contribution / active EE | $3,293 | $3,704-11.1% | $4,858-32.2% | $2,589+27.2% |
| Participant deferral / active EE | $6,117 | $7,092-13.8% | $7,759-21.2% | $4,291+42.6% |
| Admin fee / account holder | $138 | $1,266-89.1% | $10,764-98.7% | $1,588-91.3% |