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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 | $36,904+26.5% | $158,223-70.5% | $65,191-28.4% |
| Participation rate | 93.7% | 62.1%+31.6pp | 79.2%+14.5pp | 63.0%+30.7pp |
| Annual return | 12.91% | 24.43%-11.5pp | 52.09%-39.2pp | 51.24%-38.3pp |
| Employer contribution / active EE | $2,403 | $1,489+61.3% | $4,109-41.5% | $2,400+0.1% |
| Participant deferral / active EE | $3,422 | $1,936+76.8% | $5,467-37.4% | $2,671+28.1% |
| Admin fee / account holder | $211 | $793-73.4% | $16,047-98.7% | $907-76.7% |