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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $111,340 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL INV SVCS INC. Service code 27 · EIN 26-3188716 | Advisory (Plan) | $27,295 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,414 | $47,180-29.2% | $149,723-77.7% | $74,473-55.1% |
| Participation rate | 90.4% | 63.4%+27.0pp | 78.8%+11.6pp | 70.7%+19.6pp |
| Annual return | 13.41% | 22.75%-9.3pp | 134.50%-121.1pp | 34.36%-20.9pp |
| Employer contribution / active EE | $2,300 | $1,907+20.6% | $4,821-52.3% | $2,638-12.8% |
| Participant deferral / active EE | $3,193 | $2,730+16.9% | $5,682-43.8% | $4,530-29.5% |
| Admin fee / account holder | $147 | $343-57.2% | $13,215-98.9% | $347-57.6% |