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| Provider | Service type | Compensation |
|---|---|---|
MHBT5+ years Service code 11 · EIN 27-3931488 | Actuarial | $44,864 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $23,100 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL Service code 23 · EIN 75-3243028 | Insurance services | $8,031 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 10.13% | 12.03%-1.9pp | 12.93%-2.8pp | 13.59%-3.5pp |
| Employer contribution / active EE | $60,081 | $19,417+209.4% | $35,210+70.6% | $14,592+311.8% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |