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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 | $36,002+29.7% | $161,489-71.1% | $64,728-27.9% |
| Participation rate | 93.7% | 57.4%+36.3pp | 78.7%+15.0pp | 57.9%+35.8pp |
| Annual return | 12.91% | 33.93%-21.0pp | 89.72%-76.8pp | 49.38%-36.5pp |
| Employer contribution / active EE | $2,403 | $1,380+74.2% | $4,268-43.7% | $2,243+7.1% |
| Participant deferral / active EE | $3,422 | $1,815+88.6% | $5,630-39.2% | $2,729+25.4% |
| Admin fee / account holder | $211 | $931-77.3% | $16,006-98.7% | $1,145-81.6% |