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| Provider | Service type | Compensation |
|---|---|---|
HORNE LLP2+ years Service code 10 · EIN 20-1941244 | Accounting | $12,000 |
SHERIDAN ROAD ADVISORS LLC2+ years Filed as: HUB INTERNATIONAL Service code 13 · EIN 35-0672425 | Contract Administrator | $8,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,650 | $74,089-1.9% | $133,975-45.8% | $55,167+31.7% |
| Participation rate | 48.0% | 84.3%-36.3pp | 87.1%-39.0pp | 69.0%-21.0pp |
| Annual return | 14.58% | 12.11%+2.5pp | 29.29%-14.7pp | 169.23%-154.7pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $552 | $458+20.4% | $9,324-94.1% | $504+9.5% |