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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL MIDWEST LTD Service code 16 · EIN 35-0672425 | Consulting | $48,330 |
TAUZIN WEALTH MANAGEMENT2 years Service code 26 210 DRAPERTON GROVE · RIDGELAND, MS 39157 | Advisory (Participants) | $44,559 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $35,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,459 | $53,204-89.7% | $155,556-96.5% | $200,096-97.3% |
| Participation rate | 34.6% | 64.1%-29.5pp | 78.2%-43.6pp | 72.0%-37.4pp |
| Annual return | 10.10% | 41.02%-30.9pp | 64.84%-54.7pp | 34.26%-24.2pp |
| Employer contribution / active EE | $288 | $1,850-84.4% | $4,675-93.8% | $3,038-90.5% |
| Participant deferral / active EE | $670 | $3,163-78.8% | $5,631-88.1% | $5,090-86.8% |
| Admin fee / account holder | $108 | $186-42.0% | $15,885-99.3% | $269-60.0% |