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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2+ years Filed as: HUB INTERNATIONAL MIDWEST Service code 27 2430 MALL DRIVE · CHARLESTON, SC 29406 | Advisory (Plan) | $6,283 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $362 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,772 | $54,390-45.3% | $117,039-74.6% | $69,631-57.2% |
| Participation rate | 19.7% | 58.5%-38.8pp | 77.2%-57.5pp | 70.7%-51.0pp |
| Annual return | 14.30% | 18.33%-4.0pp | 18.95%-4.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $184 | $1,357-86.4% | $3,785-95.1% | $2,032-90.9% |
| Participant deferral / active EE | $622 | $2,076-70.0% | $3,929-84.2% | $3,224-80.7% |
| Admin fee / account holder | $8 | $98-92.3% | $5,974-99.9% | $110-93.2% |