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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $12,497 |
HUNNEX AND SHOEMAKER, INC.3+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $2,200 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70 |
MORGAN STANLEY SMITH BARNEY3+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,223 | $37,436-91.4% | $77,513-95.8% | $79,858-96.0% |
| Participation rate | 46.9% | 41.5%+5.4pp | 54.2%-7.2pp | 69.6%-22.7pp |
| Annual return | 12.40% | 39.75%-27.4pp | 54.81%-42.4pp | 31.72%-19.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,369 | $1,261+87.9% | $1,861+27.3% | $3,740-36.7% |
| Admin fee / account holder | $106 | $2,505-95.8% | $2,859-96.3% | $5,306-98.0% |