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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: HUB INTERNATIONAL INVESTMENT SERVIC Service code 49 4695 MACARTHUR COURT STE 600 · NEWPORT BEACH, CA 92660 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,534 | $62,324-78.3% | $68,509-80.2% | $55,191-75.5% |
| Participation rate | 26.9% | 78.9%-52.0pp | 74.7%-47.8pp | 69.2%-42.3pp |
| Annual return | 17.42% | 4.26%+13.2pp | 8.27%+9.1pp | 10.78%+6.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $2,278-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $596 | $3,425-82.6% | $3,382-82.4% | $3,046-80.4% |
| Admin fee / account holder | $12 | $91-86.6% | $5,275-99.8% | $91-86.5% |