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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,783 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $6,778 |
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX AND SHOEMAKER INC. Service code 13 701 5TH AVENUE · SEATTLE, WA 98104 | Contract Administrator | $4,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,909 | $105,198-60.2% | $159,455-73.7% | $85,856-51.2% |
| Participation rate | 65.1% | 75.8%-10.7pp | 82.8%-17.7pp | 69.3%-4.2pp |
| Annual return | 10.05% | 45.08%-35.0pp | 263.63%-253.6pp | 318.58%-308.5pp |
| Employer contribution / active EE | $3,504 | $3,319+5.6% | $4,830-27.5% | $2,565+36.6% |
| Participant deferral / active EE | $6,324 | $5,946+6.4% | $7,353-14.0% | $3,952+60.0% |
| Admin fee / account holder | $421 | $6,934-93.9% | $10,800-96.1% | $6,261-93.3% |