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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS Service code 27 · EIN 47-0813106 11516 MIRACLE HILLS DR. STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 06-1050034 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,621 |
LUTZ & COMPANY, PC5 years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 13616 CALIFORNIA ST STE 300 · OMAHA, NE 68154 | Accounting | $19,500 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 · EIN 82-3719843 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $18,205 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,624 | $101,672+131.7% | $147,117+60.2% | $74,478+216.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.17% | 8757.83%-8745.7pp | 420.54%-408.4pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $12,995 | $3,813+240.8% | $4,932+163.5% | $2,626+394.8% |
| Participant deferral / active EE | $12,897 | $7,305+76.6% | $8,065+59.9% | $4,350+196.5% |
| Admin fee / account holder | $313 | $1,753-82.1% | $12,993-97.6% | $1,946-83.9% |