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| Provider | Service type | Compensation |
|---|---|---|
HORNE LLP6+ years Service code 10 · EIN 20-1941244 | Accounting | $12,000 |
SHERIDAN ROAD ADVISORS LLC6+ years Filed as: HUB INTERNATIONAL Service code 13 · EIN 35-0672425 | Contract Administrator | $7,445 |
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.
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 | $105,856 | $123,793-14.5% | $177,827-40.5% | $79,858+32.6% |
| Participation rate | 76.8% | 84.7%-7.8pp | 87.7%-10.9pp | 69.6%+7.2pp |
| Annual return | 2.14% | 22.82%-20.7pp | 48.32%-46.2pp | 31.72%-29.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $775 | $7,243-89.3% | $12,429-93.8% | $5,306-85.4% |