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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 840 GESSNER RD · HOUSTON, TX 77024 | Advisory (Plan) | $61,889 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,668 |
HUNNEX AND SHOEMAKER, INC.11+ years Service code 13 · EIN 91-1072394 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $39,437 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,862 | $103,975+11.4% | $134,172-13.6% | $103,975+11.4% |
| Participation rate | 39.2% | 72.5%-33.3pp | 72.5%-33.2pp | 72.5%-33.3pp |
| Annual return | 15.99% | 19.41%-3.4pp | 25.30%-9.3pp | 19.41%-3.4pp |
| Employer contribution / active EE | $1,812 | $3,722-51.3% | $3,420-47.0% | $3,722-51.3% |
| Participant deferral / active EE | $3,938 | $5,343-26.3% | $4,690-16.0% | $5,343-26.3% |
| Admin fee / account holder | $307 | $332-7.7% | $12,016-97.4% | $332-7.7% |