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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,828 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX AND SHOEMAKER INC. Service code 13 701 5TH AVENUE · SEATTLE, WA 98104 | Contract Administrator | $9,377 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $1,607 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,649 | $98,776-75.0% | $149,745-83.5% | $79,856-69.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 13.62% | 27.38%-13.8pp | 276.72%-263.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $6,304 | $3,217+95.9% | $4,646+35.7% | $2,471+155.1% |
| Participant deferral / active EE | $12,395 | $5,681+118.2% | $6,843+81.1% | $3,741+231.4% |
| Admin fee / account holder | $188 | $6,053-96.9% | $9,312-98.0% | $5,306-96.5% |