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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHERIDAN ROAD ADVISORS Service code 26 · EIN 13-4284240 | Advisory (Participants) | $5,725 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,500 | $84,499-79.3% | $125,391-86.0% | $66,949-73.9% |
| Participation rate | 59.7% | 76.4%-16.7pp | 82.4%-22.7pp | 69.8%-10.1pp |
| Annual return | -13.55% | -8.49%-5.1pp | 572.41%-586.0pp | 1.57%-15.1pp |
| Employer contribution / active EE | $2,144 | $3,554-39.7% | $4,816-55.5% | $2,545-15.8% |
| Participant deferral / active EE | $3,704 | $6,785-45.4% | $7,448-50.3% | $4,239-12.6% |
| Admin fee / account holder | $127 | $685-81.5% | $10,009-98.7% | $594-78.7% |