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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,722 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,000 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $7,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,446 | $86,225+9.5% | $146,647-35.6% | $86,821+8.8% |
| Participation rate | 88.1% | 78.0%+10.1pp | 80.1%+8.0pp | 72.3%+15.8pp |
| Annual return | 14.55% | 31.23%-16.7pp | 22.75%-8.2pp | 97.94%-83.4pp |
| Employer contribution / active EE | $1,096 | $2,392-54.2% | $4,137-73.5% | $2,406-54.4% |
| Participant deferral / active EE | $3,915 | $4,245-7.8% | $5,506-28.9% | $4,132-5.2% |
| Admin fee / account holder | $224 | $195+14.5% | $10,281-97.8% | $170+31.8% |