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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE INSURANCE AGENCY6 years Service code 16 · EIN 64-0936752 | Consulting | $26,536 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,757 |
Service code 10 · EIN 64-0897081 | Accounting | $17,250 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $7,372 |
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 | $62,291 | $105,198-40.8% | $159,455-60.9% | $85,856-27.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.53% | 45.08%-31.5pp | 263.63%-250.1pp | 318.58%-305.1pp |
| Employer contribution / active EE | $4,277 | $3,319+28.9% | $4,830-11.4% | $2,565+66.7% |
| Participant deferral / active EE | $2,721 | $5,946-54.2% | $7,353-63.0% | $3,952-31.1% |
| Admin fee / account holder | $318 | $6,934-95.4% | $10,800-97.1% | $6,261-94.9% |