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| Provider | Service type | Compensation |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX & SHOEMAKER, INC Service code 49 PO BOX 24629 · SEATTLE, WA 98124 | Other Services | $2,897 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $908 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $139 |
Employer contribution per participant 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 | $44,170 | $101,672-56.6% | $147,117-70.0% | $74,478-40.7% |
| Participation rate | 87.1% | 75.5%+11.5pp | 82.2%+4.9pp | 67.2%+19.9pp |
| Annual return | 14.67% | 8757.83%-8743.2pp | 420.54%-405.9pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $123 | $3,813-96.8% | $4,932-97.5% | $2,626-95.3% |
| Participant deferral / active EE | $7,109 | $7,305-2.7% | $8,065-11.9% | $4,350+63.4% |
| Admin fee / account holder | $31 | $1,753-98.2% | $12,993-99.8% | $1,946-98.4% |