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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2+ years Filed as: HUB RETIREMENT AND PRIVATE WEALTH Service code 70 100 SUNNYSIDE BLVD. · WOODBURY, NY 11797 | Consulting Fees | $24,982 |
Service code 50 · EIN 47-1411118 | Direct Payment | $22,237 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,393 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $132,614 | $125,237+5.9% | $105,608+25.6% | $145,877-9.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.44% | 225.76%-217.3pp | 116.50%-108.1pp | 551.28%-542.8pp |
| Employer contribution / active EE | $3,025 | $3,720-18.7% | $3,167-4.5% | $4,663-35.1% |
| Participant deferral / active EE | $6,788 | $5,711+18.9% | $5,010+35.5% | $6,691+1.5% |
| Admin fee / account holder | $484 | $17,287-97.2% | $11,028-95.6% | $13,402-96.4% |