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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $147,398 |
Filed as: CAMBRIDGE INVESTMENT Service code 27 · EIN 20-1665305 | Advisory (Plan) | $26,173 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL INV SVCS INC. Service code 27 · EIN 26-3188716 | Advisory (Plan) | $8,246 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,701 | $46,464+0.5% | $150,298-68.9% | $79,634-41.4% |
| Participation rate | 93.7% | 57.0%+36.7pp | 77.8%+15.9pp | 62.5%+31.2pp |
| Annual return | 12.91% | 27.89%-15.0pp | 62.79%-49.9pp | 36.46%-23.6pp |
| Employer contribution / active EE | $2,403 | $1,512+58.9% | $4,154-42.2% | $2,529-5.0% |
| Participant deferral / active EE | $3,422 | $2,157+58.7% | $5,453-37.2% | $3,835-10.7% |
| Admin fee / account holder | $211 | $891-76.3% | $14,116-98.5% | $1,002-78.9% |