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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER10+ years Filed as: OPPENHEIMER LIFE AGENCY LTD Service code 53 · EIN 13-2886227 | Insurance Commissions | $44,069 |
STANCORP FINANCIAL GROUP3 years Filed as: STANCROP FINANCIAL GROUP Service code 10 · EIN 93-1253576 | Accounting | $30,263 |
HUNNEX AND SHOEMAKER, INC.10+ years Filed as: HUNNEX & SHOEMAKER INC Service code 13 · EIN 91-1072394 701 5TH AVE STE 6710 · SEATTLE, WA 98104 | Contract Administrator | $11,893 |
HUNNEX AND SHOEMAKER, INC.5 years Service code 13 | Contract Administrator | $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 | $120,283 | $88,186+36.4% | $165,071-27.1% | $74,459+61.5% |
| Participation rate | 52.6% | 73.1%-20.5pp | 78.6%-26.0pp | 67.2%-14.6pp |
| Annual return | 12.73% | 17.13%-4.4pp | 70.17%-57.4pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $2,099 | $2,600-19.3% | $4,347-51.7% | $2,626-20.1% |
| Participant deferral / active EE | $3,830 | $4,505-15.0% | $6,035-36.5% | $4,350-12.0% |
| Admin fee / account holder | $532 | $2,234-76.2% | $12,695-95.8% | $1,945-72.6% |