Filed May 27, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $19,694 |
Filed as: HOHIMER WEALTH MANAGEMENT, LLC Service code 27 · EIN 83-2676110 | Advisory (Plan) | $15,878 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,785 | $61,391+51.1% | $149,723-38.0% | $71,529+29.7% |
| Participation rate | 48.7% | 62.5%-13.9pp | 78.8%-30.1pp | 67.9%-19.3pp |
| Annual return | 11.96% | 35.88%-23.9pp | 134.50%-122.5pp | 28.97%-17.0pp |
| Employer contribution / active EE | $1,013 | $2,384-57.5% | $4,821-79.0% | $2,590-60.9% |
| Participant deferral / active EE | $4,603 | $2,921+57.6% | $5,682-19.0% | $4,291+7.3% |
| Admin fee / account holder | $148 | $1,264-88.3% | $13,215-98.9% | $1,588-90.7% |