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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $75,771 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS, INC Service code 99 · EIN 20-1113894 | Other Fees | $14,378 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $4,985 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENY Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,803 | $55,472-39.1% | $155,567-78.3% | $74,546-54.7% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 11.47% | 268.72%-257.2pp | 64.74%-53.3pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $3,068 | $2,269+35.2% | $4,674-34.4% | $2,624+16.9% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $446 | $1,743-74.4% | $15,916-97.2% | $1,944-77.1% |