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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $129,136 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL INV SVCS INC. Service code 27 · EIN 26-3188716 | Advisory (Plan) | $30,398 |
MORNINGSTAR2 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 | $38,837 | $50,902-23.7% | $155,534-75.0% | $77,736-50.0% |
| Participation rate | 93.0% | 63.1%+29.9pp | 78.2%+14.8pp | 70.6%+22.4pp |
| Annual return | 13.41% | 34.85%-21.4pp | 64.92%-51.5pp | 31.26%-17.9pp |
| Employer contribution / active EE | $2,142 | $1,991+7.5% | $4,675-54.2% | $2,728-21.5% |
| Participant deferral / active EE | $3,047 | $2,824+7.9% | $5,630-45.9% | $4,651-34.5% |
| Admin fee / account holder | $173 | $437-60.5% | $15,900-98.9% | $433-60.1% |