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| Provider | Service type | Compensation |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.4 years Filed as: HUNNEX & SHOEMAKER Service code 27 · EIN 91-1072394 | Advisory (Plan) | $0 |
M HOLDINGS SECURITIES INC5 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $0 |
STANCORP FINANCIAL GROUP8+ years Service code 10 · EIN 93-1253576 | Accounting | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,565 | $62,715-11.4% | $104,301-46.7% | $66,938-17.0% |
| Participation rate | 57.4% | 59.6%-2.2pp | 73.3%-15.8pp | 69.8%-12.4pp |
| Annual return | -13.70% | -14.70%+1.0pp | 24.61%-38.3pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,197 | $1,976-39.4% | $3,373-64.5% | $2,545-53.0% |
| Participant deferral / active EE | $2,118 | $2,852-25.7% | $4,626-54.2% | $4,238-50.0% |
| Admin fee / account holder | $396 | $657-39.7% | $7,340-94.6% | $594-33.2% |