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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL INVESTMENT ADVISO Service code 27 300 N LASALLE ST 17TH FL · CHICAGO, IL 60654 | Advisory (Plan) | $27,970 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $14,555 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,983 | $70,917+46.6% | $98,920+5.1% | $73,493+41.5% |
| Participation rate | 97.9% | 73.8%+24.0pp | 76.0%+21.8pp | 70.7%+27.2pp |
| Annual return | 13.11% | 34.18%-21.1pp | 196.47%-183.4pp | 28.51%-15.4pp |
| Employer contribution / active EE | $744 | $2,037-63.5% | $2,689-72.3% | $2,270-67.2% |
| Participant deferral / active EE | $4,327 | $3,501+23.6% | $4,245+1.9% | $3,740+15.7% |
| Admin fee / account holder | $256 | $535-52.1% | $6,643-96.1% | $513-50.1% |