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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS, INC Service code 99 · EIN 20-1113894 | Other Fees | $14,916 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $5,117 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $330 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $73 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,747 | $50,820-61.1% | $155,567-87.3% | $77,671-74.6% |
| Participation rate | 14.8% | 63.1%-48.3pp | 78.2%-63.4pp | 70.6%-55.7pp |
| Annual return | 11.83% | 34.85%-23.0pp | 64.74%-52.9pp | 31.21%-19.4pp |
| Employer contribution / active EE | $203 | $1,993-89.8% | $4,674-95.7% | $2,726-92.6% |
| Participant deferral / active EE | $442 | $2,823-84.4% | $5,628-92.1% | $4,648-90.5% |
| Admin fee / account holder | $173 | $436-60.4% | $15,916-98.9% | $430-59.9% |