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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL INVESTMENT ADVISO Service code 27 300 N LASALLE ST 17TH FL · CHICAGO, IL 60654 | Advisory (Plan) | $39,281 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,299 | $66,319+34.6% | $93,621-4.6% | $65,185+37.0% |
| Participation rate | 96.8% | 74.0%+22.8pp | 75.8%+21.0pp | 70.2%+26.6pp |
| Annual return | 19.31% | 42.59%-23.3pp | 32.76%-13.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,610 | $3,343+37.9% | $4,070+13.3% | $3,514+31.2% |
| Admin fee / account holder | $227 | $6,900-96.7% | $7,890-97.1% | $847-73.2% |