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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: HUB RETIREMENT AND PRIVATE WEALTH Service code 70 100 SUNNYSIDE BLVD. · WOODBURY, NY 11797 | Consulting Fees | $48,492 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,099 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,056 | $118,488-3.7% | $98,462+15.8% | $139,487-18.2% |
| Participation rate | 95.8% | 77.5%+18.4pp | 75.2%+20.7pp | 80.3%+15.5pp |
| Annual return | 11.71% | 18.96%-7.3pp | 21.17%-9.5pp | 373.84%-362.1pp |
| Employer contribution / active EE | $15,807 | $3,611+337.8% | $3,049+418.5% | $4,755+232.4% |
| Participant deferral / active EE | $34,414 | $5,393+538.1% | $4,738+626.3% | $6,713+412.7% |
| Admin fee / account holder | $375 | $13,868-97.3% | $8,875-95.8% | $11,407-96.7% |