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| Provider | Service type | Compensation |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL GREAT PLAINS Service code 11 · EIN 47-0813106 | Actuarial | $32,370 |
US BANK6 years Filed as: US BANK TRUST GROUP Service code 21 · EIN 93-6070991 | Bank Trustee | $18,504 |
SELLWOOD CONSULTING LLC10+ years Service code 20 6650 SW REDWOOD LANE · PORTLAND, OR 97224 | Trustee (individual) | $15,021 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 1.08% | 7.00%-5.9pp | 4.95%-3.9pp | 8.21%-7.1pp |
| Employer contribution / active EE | $0 | $13,750-100.0% | $20,917-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |