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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2+ years Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 27 · EIN 13-4284240 | Advisory (Plan) | $18,756 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,045 |
PAGLIUCO OPALACZ & ASSOCIATES2+ years Filed as: PAGLIUCO OPALACZ & ASSOCIATES PC Service code 10 · EIN 75-3079509 | Accounting | $7,000 |
BENEFIT SERVICES GROUP, INC.2+ years Filed as: BENEFIT SERVICES GROUP, INC Service code 15 · EIN 36-4275117 680 N LAKE SHORE DRIVE, SUITE 1900 · CHICAGO, IL 60611 | Recordkeeping | $1,703 |
Filed as: HUNTER BENEFITS CONSULTING GROUPINC Service code 15 · EIN 36-4430093 119 E PALATINE ROAD #104 · PALATINE, IL 60067 | Recordkeeping | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,197 | $37,426-43.4% | $77,482-72.6% | $79,858-73.5% |
| Participation rate | 26.7% | 41.5%-14.8pp | 54.2%-27.5pp | 69.6%-43.0pp |
| Annual return | 9.59% | 39.70%-30.1pp | 54.79%-45.2pp | 31.71%-22.1pp |
| Employer contribution / active EE | $365 | $637-42.7% | $986-63.0% | $2,471-85.2% |
| Participant deferral / active EE | $2,389 | $1,260+89.6% | $1,861+28.4% | $3,740-36.1% |
| Admin fee / account holder | $168 | $2,504-93.3% | $2,858-94.1% | $5,306-96.8% |