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| Provider | Service type | Compensation |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX AND SHOEMAKER INC. Service code 49 | Other Services | $18,625 |
NORTHWEST RADIOLOGISTS, INC. PS1 year Service code 99 · EIN 91-0852059 | Other Fees | $10,977 |
MORNINGSTAR11+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,380 |
Filed as: CHARLES SCHWAB & CO.LNC. Service code 65 · EIN 94-1737782 | Account Maintenance | $25 |
HUNNEX AND SHOEMAKER, INC.3 years Service code 49 · EIN 91-1072394 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,331 | $45,343+385.9% | $150,298+46.6% | $67,986+224.1% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 16.05% | 33.28%-17.2pp | 62.79%-46.7pp | 31.67%-15.6pp |
| Employer contribution / active EE | $9,823 | $1,462+572.0% | $4,154+136.5% | $2,019+386.6% |
| Participant deferral / active EE | $8,620 | $2,055+319.5% | $5,453+58.1% | $3,358+156.7% |
| Admin fee / account holder | $67 | $2,250-97.0% | $14,116-99.5% | $3,203-97.9% |