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| Provider | Service type | Compensation |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX & SHOEMAKER Service code 27 · EIN 91-1072394 | Advisory (Plan) | $0 |
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $0 |
STANCORP FINANCIAL GROUP6+ years Service code 10 · EIN 93-1253576 | Accounting | $0 |
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 | $54,691 | $59,328-7.8% | $118,914-54.0% | $73,497-25.6% |
| Participation rate | 72.2% | 62.3%+9.9pp | 75.4%-3.2pp | 70.7%+1.5pp |
| Annual return | 10.17% | 19.13%-9.0pp | 35.89%-25.7pp | 28.51%-18.3pp |
| Employer contribution / active EE | $1,993 | $1,803+10.5% | $3,264-38.9% | $2,270-12.2% |
| Participant deferral / active EE | $3,507 | $2,604+34.7% | $4,266-17.8% | $3,740-6.2% |
| Admin fee / account holder | $541 | $600-9.9% | $6,582-91.8% | $513+5.4% |