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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE INSURANCE AGENCY7 years Service code 16 · EIN 64-0936752 | Consulting | $23,640 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,552 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $17,735 |
Service code 10 · EIN 64-0897081 | Accounting | $2,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,814 | $82,674-43.4% | $125,381-62.7% | $68,486-31.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.67% | -5.97%-11.7pp | 572.31%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $4,205 | $3,382+24.4% | $4,815-12.7% | $2,597+62.0% |
| Participant deferral / active EE | $2,879 | $6,111-52.9% | $7,448-61.3% | $4,028-28.5% |
| Admin fee / account holder | $246 | $6,277-96.1% | $10,007-97.5% | $5,404-95.4% |