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| Provider | Service type | Compensation |
|---|---|---|
SCS2 years Filed as: BENSLER LLC DBA SCS Service code 27 10900 NE 8TH ST · BELLEVUE, WA 98004 | Advisory (Plan) | $13,620 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,600 |
HUNNEX AND SHOEMAKER, INC.4 years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $3,885 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,362 | $40,386+32.1% | $80,607-33.8% | $74,440-28.3% |
| Participation rate | 21.2% | 47.4%-26.2pp | 67.0%-45.8pp | 70.7%-49.5pp |
| Annual return | 529.04% | 165.00%+364.0pp | 936.11%-407.1pp | 34.37%+494.7pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,724-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,835 | $2,670-31.3% | $4,448-58.7% | $4,529-59.5% |
| Admin fee / account holder | $80 | $720-88.9% | $5,379-98.5% | $348-77.1% |