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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,130 |
STONEX SECURITIES INC1 year Filed as: STONEX SECURITIES INC. Service code 55 | Other Commissions | $33,315 |
HUNNEX AND SHOEMAKER, INC.7 years Filed as: HUNNEX & SHOEMAKER INC Service code 13 | Contract Administrator | $11,282 |
HUNNEX AND SHOEMAKER, INC.10+ years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $4,350 |
STONEX SECURITIES INC1 year Service code 55 2 PERIMETER PARK S STE 500W · BIRMINGHAM, AL 35243 | Other Commissions | $0 |
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 | $121,704 | $102,393+18.9% | $147,041-17.2% | $80,911+50.4% |
| Participation rate | 74.4% | 75.9%-1.5pp | 82.2%-7.8pp | 67.6%+6.7pp |
| Annual return | 14.12% | 134.95%-120.8pp | 419.21%-405.1pp | 35.63%-21.5pp |
| Employer contribution / active EE | $4,416 | $3,715+18.9% | $4,935-10.5% | $2,756+60.3% |
| Participant deferral / active EE | $11,010 | $6,647+65.6% | $8,071+36.4% | $4,297+156.2% |
| Admin fee / account holder | $641 | $7,943-91.9% | $13,006-95.1% | $6,935-90.8% |