Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUNNEX AND SHOEMAKER INC. Service code 49 | Other Services | $16,165 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,350 |
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 | $195,661 | $61,391+218.7% | $149,723+30.7% | $71,529+173.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.78% | 35.88%-20.1pp | 134.50%-118.7pp | 28.97%-13.2pp |
| Employer contribution / active EE | $9,339 | $2,384+291.8% | $4,821+93.7% | $2,590+260.6% |
| Participant deferral / active EE | $8,077 | $2,921+176.5% | $5,682+42.1% | $4,291+88.2% |
| Admin fee / account holder | $93 | $1,264-92.6% | $13,215-99.3% | $1,588-94.1% |