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| Provider | Service type | Compensation |
|---|---|---|
PINNACLE INSURANCE AGENCY8 years Service code 16 · EIN 64-0936752 | Consulting | $24,736 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,175 |
SHERIDAN ROAD ADVISORS LLC5 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $6,573 |
Service code 10 · EIN 64-0897081 | Accounting | $3,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,456 | $93,598-49.3% | $135,974-65.1% | $75,173-36.9% |
| Participation rate | 99.0% | 75.2%+23.8pp | 81.9%+17.0pp | 67.2%+31.8pp |
| Annual return | 15.56% | 30.89%-15.3pp | 68.30%-52.7pp | 160.72%-145.2pp |
| Employer contribution / active EE | $4,424 | $3,538+25.0% | $4,859-9.0% | $2,671+65.6% |
| Participant deferral / active EE | $2,596 | $6,405-59.5% | $7,760-66.5% | $4,126-37.1% |
| Admin fee / account holder | $211 | $6,978-97.0% | $10,767-98.0% | $5,651-96.3% |