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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $22,177 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX AND SHOEMAKER INC. Service code 49 | Other Services | $17,764 |
HUNNEX AND SHOEMAKER, INC.2 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 | $194,757 | $55,470+251.1% | $155,556+25.2% | $74,478+161.5% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 12.68% | 269.80%-257.1pp | 64.84%-52.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $9,690 | $2,267+327.5% | $4,675+107.3% | $2,626+269.0% |
| Participant deferral / active EE | $8,777 | $2,838+209.3% | $5,631+55.9% | $4,350+101.8% |
| Admin fee / account holder | $96 | $1,744-94.5% | $15,885-99.4% | $1,946-95.1% |