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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,523 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $28,000 |
Filed as: EDWARDS & LEATHERS Service code 10 · EIN 20-8739519 | Accounting | $11,250 |
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,071 | $69,159+14.3% | $125,195-36.8% | $67,582+17.0% |
| Participation rate | 91.6% | 78.2%+13.4pp | 79.8%+11.9pp | 71.3%+20.4pp |
| Annual return | 23.48% | 27.12%-3.6pp | 43.79%-20.3pp | 378.57%-355.1pp |
| Employer contribution / active EE | $1,214 | $2,023-40.0% | $3,866-68.6% | $2,148-43.5% |
| Participant deferral / active EE | $3,835 | $3,700+3.7% | $4,937-22.3% | $3,539+8.4% |
| Admin fee / account holder | $220 | $142+55.5% | $9,704-97.7% | $142+54.9% |