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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE INSURANCE AGENCY5 years Service code 16 · EIN 64-0936752 | Consulting | $21,160 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,413 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $14,134 |
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 | $54,837 | $98,776-44.5% | $149,745-63.4% | $79,856-31.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.12% | 27.38%-11.3pp | 276.72%-260.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $4,257 | $3,217+32.3% | $4,646-8.4% | $2,471+72.3% |
| Participant deferral / active EE | $2,447 | $5,681-56.9% | $6,843-64.2% | $3,741-34.6% |
| Admin fee / account holder | $252 | $6,053-95.8% | $9,312-97.3% | $5,306-95.3% |