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| Provider | Service type | Compensation |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.1+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $725 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $548 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INSURANCE Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,009 | $28,109-92.9% | $71,086-97.2% | $56,287-96.4% |
| Participation rate | 44.5% | 40.4%+4.1pp | 54.7%-10.1pp | 69.9%-25.3pp |
| Annual return | -8.27% | -615.05%+606.8pp | 650.59%-658.9pp | -9.96%+1.7pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $882 | $1,116-21.0% | $1,874-53.0% | $3,350-73.7% |
| Admin fee / account holder | $19 | $585-96.7% | $3,082-99.4% | $521-96.3% |